report by BlackRock
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Goals/Needs-Based Investing
Reassessing finances after a market downturn
This piece is approved to use with clients.
Let’s take a look at your accounts to make sure they still align with your financial goals moving forward—especially if your goals and needs have changed.
Retirement
Client Presentation: Social Security - Get What's Yours
This piece is approved to use with clients.
Talk to clients about how they could get the most out of their Social Security benefit.
Retirement
Should you save or spend your tax refund?
This piece is approved to use with clients.
This tax season, consider putting your refund toward a 529 plan.