While improving physical health tends to top the list of New Year’s resolutions for people in their 40s and 50s, the start of a new year is also an opportune time to focus on getting your financial health in order.
As people age, their financial needs often become more sophisticated, and the tools that may have served them well in their 20s and 30s, such as a robo-advisor or a self-directed online brokerage account, may no longer be the most beneficial.
While...
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