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You know your clients have worked hard to achieve a certain level of affluence, and you want them to enjoy their wealth. So what do you do when their urge to splurge starts putting their financial future at risk?
Consumers may not have been so chastened by the Great Recession as one would hope; credit card debt is climbing again. Don't let it happen with your clients.
For the wages of sin is…an underfunded retirement. These seven areas of indulgence undermine American's financial stability.
The recession has reset most people's spending and saving, but you might want some clients to use this new site to gauge their financial patterns against their peers. It might provide incentive toward meeting long-term financial goals.
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