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Aging is changing. A big life changing. Guiding the clients through the challenges in retirement years is key to sustaining client-advisor relationship.

Have you ever thought about what classic characters or lessons to learn that would make us excel in today’s financial wonderland? One of my favorite characters is Alice’s Adventure in…

Early in my career, I had a few prospective clients who are interested to do a financial plan ask me these common questions: “How much can I have per month…