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Andrew Jaffee Tells InvestmentNews: Retirement ‘Catch-Up’ Requires Balance, Not Risky Shortcuts

By September 16, 2025No Comments
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Many clients feel pressured to “catch up” when they see markets hitting record highs, but that urgency can lead to decisions that sacrifice long-term flexibility. In a recent InvestmentNews article, Andrew Jaffee shared how reframing retirement planning around balanced cash flow and consistent savings can help clients stay focused and on track.

Read the full article here