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In the News

When a Dream House Is a Bad Idea

By Swarn Chatterjee and Dave Yeske, CFP® January 30, 2023 Rethinking65

Incorporating clients’ risk tolerance can be extremely useful for a wide range of financial planning decisions, according to The Psychology of Financial Planning.

Read more at Rethinking65

Rethinking65
Swarn Chatterjee and Dave Yeske, CFP®
January 30, 2023