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Kiplinger
Kiplinger
Business
Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser

Losing Your Job? A Financial Planner's 6 Steps to Survive and Thrive

Insurance Building Wealth
A smiling man walks away from an office building with a box full of his office stuff.

It feels like we've seen more layoffs happening among clients at our financial planning firm in the past few quarters than we've seen in the last 10 years.

Companies cutting costs and shrinking workforces have been trends across tech and biotech lately, and layoffs are hitting other industries too.

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