Showing Clients Retirement Portfolio Risk Variables
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interesting, although some inherent limitations (COLA). Would like more info on possibly purchasing the tool. If purchased, would there be updates offered on a recurring basis? Thanks
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Excellent
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Craig, I really enjoy using the spreadsheet, and as I continue to get better at showing it to prospects, and in particular to younger clients (or more specifically, the adult children of clients), it does allow the message to sink in to the person viewing the data. I also appreciate you continuing to upgrade and tweak the spreadsheet in such a manner as to offer different analyses. Thanks.
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