Kiplinger

Be the CEO of Your Retirement

In my 33 years as a financial professional, I've been privileged to meet and get to know a number of CEOs.

What I've found is, as you might expect, they tend to be smart people. But I've also discovered something else about them when it comes to investing: They have different habits than many other clients.

They fall into the category of what I affectionately call "busy" clients. They take an active role in all aspects of their investments and leave little to chance. One of

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