You’re likely loyal to some name brands items. Could be a type of car, coffee, clothing, maybe even mayo? Turns out, a growing number of us are making the switch to generic brands because we’re seeking the best value for our buck. This raises a pricier dilemma than debating Starbucks verses Folgers… What should we be looking for to make sure we’re getting the best value with our investment dollars? George explains the value, services and strategic options an advisor should be giving those nearing or in retirement that need a retirement income plan.

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