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The ideal retirement looks different for everyone. Financial advisers know that’s true of their clients — but it’s also true of the advisers themselves.
“Oh my gosh, it’s such a wide variety,” said Tiffany Lee, an associate exit planner at Ellevate Advisors, a firm that helps wealth managers with their succession and retirement planning.
Nathan Place is a national reporter at American Banker. A native of New York City, he has worked for more than a decade in both print and video journalism. He got his start in Beijing, where he … Read full bio
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