Preparing for the Snowbird Lifestyle in Retirement
As winter approaches, many retirees are looking for ways to escape the cold, and snowbirding has become a popular solution. But what does it really entail?
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Financial Advising Relationships: Local vs. Remote
The pandemic brought some long-lasting changes, including remote meetings. In fact, Sean says about half of their financial advising meetings are still virtual. How does this benefit the client?
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