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GOBankingRates
GOBankingRates
Dawn Allcot

I’m a CFP: 4 Retirement Account Mistakes I See Wealthy Clients Making in 2026

stefanamer / iStock.com

Whether you’re wealthy or middle class, saving for retirement requires discipline, knowledge and, often, expert guidance. Certified financial planners (CFPs) who work with wealthy clients often see the same mistakes at every income level.

Read More: I’m a Certified Financial Planner — Here Are 5 Best Retirement Perks You May Not Know You Qualify for

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