Financial Choices Matter

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Unique Planning Challenges

Creating a customized retirement plan for any individual can mean addressing some unique challenges. With each of these scenarios, let’s discuss the challenges presented, as well as the solutions you might come up with…

Making Bad Financial Assumptions

Be careful of making assumptions about certain areas of retirement planning before you really know the facts. Some of these assumptions could be correct, but they could just as likely be wrong… We'll also ask Charles to tell us about a time someone didn't follow his advice and they came back later and admitted that they should have.