7 ways to help your partner boost their retirement savings
You and your partner may be a pair but your retirement savings aren't in sync. Here are some steps you can take to help them bolster their nest egg.
Source: marketwatch.com
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Top News In Retire Sensibly Today - Breaking & Trending Today
CRM firm Redtail Technology changes subscription model
Redtail's switch to a per-user subscription fee system is set to affect half of all financial advisory firms using CRM software.
Source: financial-planning.com
Advisors Glimpse the Promise, and Peril, of AI
Even as OpenAI’s GPT-4 integrates into existing applications, many advisors are heading straight to the source.
Source: wealthmanagement.com
As prices rise, more retirees are moving to other states
Hundreds of thousands of Americans moved to a new state last year as they began their retirement. Here's where they went — and why.
Source: financial-planning.com
More Clients May Be Seeking a New Advisor Post-Pandemic
Around one in four of them have either thought about switching or switched financial advisors in the last three years, a YCharts survey found.
Source: wealthmanagement.com