A Living Legacy: How One New Port Richey Couple Used a Reverse Mortgage to Gift Their Grandchildren $25,000 each for Christmas. For many retirees, the question isn’t just how to make their savings last — it’s how to use their financial resources
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As a financial planner, you wear many hats: strategist, coach, confidant—and sometimes, even mediator. Increasingly, your clients are not just planning for their own future, but for their aging parents as well. The “sandwich generation,” made up of adults supporting both children
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