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Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.

Change can be unsettling. Here’s how to calm jitters and show the benefits of rate fluctuations.

The best way to approach portfolio declines, withdrawal rates and even emergency cash needs.

Surprise riches can help clients as much as hurt them. 

To reach those 55 and over, stress financial plans and personalized service.