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eMoney Tip of the Week: Income Summary Tool

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Taking the plunge into retirement can be a scary thing. One of the first unknowns to be tackled should be where the money to fund expenses is going to come from. Use eMoney’s Income Summary Tool to help illustrate this.   The Income Summary is a story telling tool that helps you give your clients...

The post eMoney Tip of the Week: Income Summary Tool appeared first on eMoney Advisor Blog.


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