Long-term, high-priority goals include some form of financial independence.
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Q4: Term life insurance provides both a death
Q5: It is not a good idea to
Q6: Experts suggest life insurance coverage should be
Q7: Risk tolerance is exclusively a function of
Q8: The spending phase occurs when investors are
Q10: Investing 30 to 40 percent of your
Q11: Return is the only important consideration when
Q12: It is essential that both the client
Q13: Investment planning is complicated by tax concerns.
Q14: The gifting phase is similar to, and
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