Clients' 30s and 40s are often a period of growth and change. They may make big decisions that reshape their financial lives, including getting married, having children or buying a home.
In their 40s, many clients are moving ahead in their careers and in some cases watching their children head off to college.
It's important to work with clients in this age group to put a spending plan in place that allows them to build their lifestyle while still meeting other financial goals. From there, you can address these six planning issues with clients in their 30s and 40s.
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