Aaron Cirksena

Retirees' Year-End Planning Mistakes

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Here's how you can help them avoid costly errors.

Year-End Planning: Mistakes Retirees Make That Can Cost Them

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Here are a few areas that should be carefully considered to help retired clients avoid costly mistakes.

The Illusion Of Affluence

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Too much consumption hampers wealth creation.

Understanding The Disconnect Between High Income And Low Net Worth

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A high-consumption lifestyle is one of the factors that keeps affluence an illusion for high-income earners.