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In this episode, John speaks with Dr. Joseph Coughlin, director and founder of the MIT AgeLab, about building a longevity network. Dr. Coughlin sees a future where forward-thinking financial professionals will build longevity networks to meet the increasing demands of aging clients. And, as a result, they’re separating themselves from the competition. Get tips about how to start building your longevity network.
Navigating the Fed's actions and their impact on client portfolios
If you expect to be in a similar or higher tax bracket when you retire as you are today, consider converting some of your retirement assets to a tax-free Roth IRA account.
As election season heats up, clients may be tempted to make portfolio changes based on emotions, but rash decisions could be costly.
When the next “crisis du jour” makes headlines, help clients avoid knee-jerk decisions and maintain a long-term perspective

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