5 Major Financial Milestones After 55 with Alex Neri, CFP®, RICP® (Ep. 44)
Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on? In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, to discuss the major financial milestone timeline he has developed and refined over the years. We also discuss one of people’s biggest mistakes within this …
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