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Practical Perspectives: Key financial issues for you and your family – Soon-to-be retirees reassess their portfolios

$225.00

SKU: TREye104. Category: .

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Abstract: In this issue’s “Practical Perspectives,” we meet Peter and Claire — a married, dual-income couple who abruptly realized that retirement wasn’t far off. What’s more, though they’d kept an eye on their retirement plan and investment portfolios, the couple hadn’t made many changes recently. So they sat down with their financial advisor to discuss the matter.

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