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Join date: Nov 2, 2022
Posts (114)
Oct 10, 2022 ∙ 5 min
Sailing into a Headwind? Retiring during a Bear Market
People who have been disciplined about saving for retirement are typically looking forward to the day when they can stop working (or at...
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Oct 1, 2022 ∙ 4 min
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason:...
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Aug 1, 2022 ∙ 4 min
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents...
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Gordon J. Bernhardt
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