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How Far Behind Am I?

Jill on Money with Jill Schlesinger

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Navigating Personal Finance and Estate Planning

This chapter explores an individual's financial situation, including various savings and investment accounts, while offering practical advice on optimizing retirement contributions. The discussion highlights the importance of addressing living arrangements, familial responsibilities, and the necessity of having a will for effective estate planning. Listeners gain insights on balancing savings strategies with personal circumstances to make informed financial decisions.

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