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Wayne Badorf and Brian Jacobsen

Displaying 3 results

Topic

Asset allocation for 21st century retirement

A new retirement planning model for your clients must combine Social Security, retirement savings and an element of employment-based income.

Topic

Face the new retirement reality

In today's world, the golden years are less a matter of set dates and dollars, and more a blend of work and play.

Topic

How to get clients to retire in (21st-century) style

Retirement has become a goal for the uninspired. When it comes to retirement planning, practice management expert Wayne Badorf and chief portfolio strategist Brian Jacobsen, both with Wells Fargo Asset Management, say it's time for the financial advice industry to wake up and smell the roses … and help their clients do the same.