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Retirement Planning > Retirement Investing

Beyond Investing

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Affluent clients have a variety of concerns beyond pure investing that they want their advisors to address. Prince & Associates discovered in their surveys of the wealthy that they tended to worry about:

Reducing taxes

Providing for heirs

Creating secure retirement income

Losing wealth

Giving to charity

Paying for children’s or grandchildren’s education

Being sued

Losing a job


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