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Partnering for a Successful Retirement Plan

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When it comes to developing, managing and updating a retirement plan, the temptation to do it alone can run deep. But that instinct can be costly; recent Financial Planning Association research found that individuals who developed a comprehensive plan with a financial planner generated over 50 percent more savings than those who opted to manage their plan without assistance. This is especially true as circumstances evolve and financial plans become more complex. The largest impediment to developing a financial plan is often the easiest step, however: taking the initiative to ask for help.

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