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Investing Specialists

Retirees Configure Portfolio to Cope With Unanticipated Expenses

With spending needs spiking, this couple wants another set of eyes on their plan.

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At 77 and 78, Helen and Joe can look upon their life with pride.

Both are retired, Joe after a 25-year career in the military and 25 additional years in the healthcare industry; Helen from positions in insurance, banking, and mortgage banking. 

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Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.