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Letting Your Money Work for You into Later Life


One of the primary motives of investing is to fund a comfortable retirement, with a 2020 Morningstar Behavioral Research survey showing that this remains the number-one goal among individuals. So, while retirement planning remains a foundational pillar of the financial advice industry, we’d broaden it out as making your money work for you. This is a timely and relevant topic, as it is no secret that income generation is getting harder, with several trade-offs and potential pathways to navigate.


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