Financial Planning - - Contents -

A Bet­ter Plan­ning Pyra­mid

A challenge: Recre­ate a back-of-en­ve­lope draw­ing of a re­tire­ment plan­ning pyra­mid cre­ated by Tony Isola of Ritholtz Wealth. A plan­ning pyra­mid would go a long way to get­ting clients wealth­ier and health­ier, Isola says. Check out our re­design at

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