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Help clients balance retirement and education planning

Clients with college-bound children should understand that their retirement needs have to come first, writes Ross Riskin, CPA/PFS. It's important to remind clients that financing options for retirement are limited and that children should be involved in the college funding process. PFP/PFS Section members can access the "Saving for College" content in Broadridge Advisor, which includes calculators, articles and presentations to use with clients who are thinking about paying for education.

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