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Friday May 24th 2013

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Retirement Planning Tools Evolving

retirement planningFinancial services firms are broadening the scope of their retirement advice tools and planning a major push to help advisors understand them. That’s the key takeaway of an industry survey by Hearts & Wallets, a research firm that tracks retirement income trends. The new tools also allow advisors to add modules that can help them with the complex social security and legacy planning issues and lifestyle goals of their clients according to a report at Financial-Planning.com.