Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
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The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Understanding the types of extended care services—and what those services could cost—may be critical.