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Ilana Polyak is a freelance journalist who writes about personal finance and the financial advisory industry.
While many financial advisors help clients set up 529 savings plans, some work with families through the entire college app process.
Women, more likely to end up widowed, must contend with how to manage a portfolio for one. Interference from the grave can get in the way.
Financial advisors caution that when considering retirement locales, investors should consider factors such as tax policies.