The 40/70 Rule: One Conversation Can Change Everything
If you're in your 40s and your parents are in their 70s, now is the time to start talking - not because there's a crisis, but because planning works best before one happens. But this conversation isn't just for families. Financial advisors, CPAs, wealth managers, insurance professionals, and other trusted advisors are often the first to recognize when a client's life is changing.
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