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Sep 30, 2021

Portfolio Confidential

by Barbara Stewart
Real world confidential portfolio discussions: I’ll be turning 60 later this year and getting more serious about planning for me and my wife. Where does one get retirement software for personal use? It seems only certified financial planners have these kinds of things. Perhaps I am not looking in the right place.   You are correct in that some of the more complex financial planning software is targeted and may only be available to financial planners and advisors....
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