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Goldstein on Gelt: Are You Ready for Retirement?

By Doug Goldstein, CFP®

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December 16, 2018, 10 AM ET

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., explains how different financial advisors create retirement strategies. Retirement planning is not “one size fits all” and must be customized specifically for an individual investor. However, every financial advisor creates retirement plans that reflect their worldview and client experience. What does your retirement plan look like?

Recently The Goldstein on Gelt Show recently hosted a free webinar titled How to Invest in Bonds for Safety and Income. A recording of the webinar is available for a limited time only. To get access, send Doug an email at doug@profile-financial.com.

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Persuaded – Chapter III

By Barbara Bensoussan

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