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Wealth Advisor Daily
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Sunday, October 18, 2026The Morning Brief →Sign in
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Spencer Look

In network coverage since August 26, 2026 · 3 stories
Network coverage
book

Morningstar research puts retirement shortfall risk at 40%-45%

Excluding long-term-care costs lowers that figure by about 25%, according to a Morningstar article and podcast excerpt.
practice · Sep 3Morningstar ties managed accounts to higher deferrals
plans · Aug 26Managed accounts substitute for auto-escalation
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