Скачать или смотреть 5 Financial Planning Opportunities for 2026

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Are you taking advantage of the biggest opportunities in your financial plan? It's about more than just picking stocks; it's about a coordinated strategy for your entire financial life.

Join advisors Kyle Akers and Matt Kasper as they explore five critical financial planning opportunities that every retiree and pre-retiree should address. From managing your tax bracket to protecting against the high cost of long-term care, this episode provides a comprehensive look at what a true wealth management plan entails.

Meet with us: https://bit.ly/4mX26OL

Sources:
Genworth and CareScout Release Cost of Care Survey Results for 2024
https://investor.genworth.com/news-ev...
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Investment advisory services offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.

The views expressed represent the opinion of Modern Wealth Management, LLC, an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management, LLC, does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.