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Where you are in life shapes your financial needs and milestones. The Financial Planning Score takes your relationship status, child status, and stage of life in to account to give you an accurate number.

Chose your Relationship Status and Stage of Life

Single – New Professional
Single – Children @Home
Single – No Dependents
Single – Retired
Married – No Children
Married – Children @Home
Married – Empty Nesters
Married – Retired

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Client Corner

Client Corner is a monthly article written by legendary financial advisor Nick Murray as part of his $350/yr Financial Advisor Newsletter. We are licensed to email those out each month, but we are unable to post them online. Check your email at the beginning of each month for the latest. You can request past Client Corner articles below.

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  • About
  • Podcast
  • Workshops
    • Investing Before And After Retirement
    • Maximizing Social Security
    • Reducing Taxes in Retirement
    • Estate Planning Essentials
    • Workshop Recordings
  • RetireMembership
    • Join RetireMembership
    • RetireMembership Access
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