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To Change Your Clients’ View of Retirement, Stop Using This Phrase
Features March 07, 2025 at 02:20 PM
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What You Need To Know
- Monte Carlo simulations are a powerful planning tool with some serious potential downsides.
- Advisors who use them should carefully consider the language they use to present their results.
- Additionally, advisors should be mindful of the importance of optimism in retirement saving.
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