Practice Management
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October is Financial Planning Month!
The need for a sound financial plan and expert planning advice has never been more acute than it is in today’s uncertain times. Financial Planning Month is the perfect time to implement ways to change the future financial course for clients.
The Future Series
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AI’s Impact on Professional Occupations
The Industrial Revolution upended manual labor, replacing many jobs that were done with human muscle with machines that could do the job quicker and cheaper. The unfolding Artificial Intelligence (AI) Revolution is largely coming after the jobs of the more educated professional class as business uses for AI increases.
Markets and Investments
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Monitoring Your Retirement Income Plan
Physicians monitor the health of their patients by measuring a range of vital signs to help detect signs of potentially deteriorating medical conditions in individuals. Similarly, financial professionals must also monitor the vital signs of a retiree’s retirement income plan due to the special challenges of sustaining retirement income over 25 or more years.
Work/Life Balance
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Pickleball: The Next Great American Pastime
Pickleball is America’s fastest growing sport, with a 159% increase in participation over the last three years. According to a recent study conducted by YouGov, 14% of Americans—or 36.5 million people—played pickleball between August 2021 and August 2022.
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