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Gregory S. DuPont

Draft a Retirement Wish List for Your Financial Adviser

When we put together a comprehensive retirement plan for our clients, the starting place is always with your retirement wish list. A good adviser will want to learn all about you: what you want to accomplish in retirement, what kind of lifestyle you hope to have and what you worry about most.

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Gregory S. DuPont

Helping Aging Parents Manage Their Personal Finances

With increased longevity in the U.S. population, many retirees may find themselves in the position of helping elderly parents or relatives to manage their finances. If you have an aging parent or relative in need of assistance, consider the following information.

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