Doing the Math — How Much Will You Need for Retirement?

Doing the Math — How Much Will You Need for Retirement?

Even though calculating a retirement savings goal is key to pursuing and maintaining a confident financial outlook, the Employee Benefit Research Institute reported in 2013 that just 46% of American workers have figured out how much money they will need to accumulate for retirement.1 And more than half admit that they are behind schedule when […]

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When It Comes to Retirement, Timing Is Everything

When It Comes to Retirement, Timing Is Everything

  Source/Disclaimer: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing 1Source: Society of Actuaries, “2009 Risks and Process of Retirement Survey Report,” February […]

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Creating Effective Partnerships and Alliances

Creating Effective Partnerships and Alliances

Strategic alliances can help small businesses to efficiently leverage resources for mutual gain. It’s important to define your goals for establishing a collaboration. Cast a wide net when brainstorming a list of potential partners and perform diligent research about your top pick. When meeting, clearly define mutual benefits that will help you achieve your goals […]

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A Retirement Reality Check

If you have already retired or if you can count the number of years until retirement on your fingers then please heed this friendly warning: Unless you’re already making the most of your current retirement planning strategies, then it may be difficult to lay the groundwork for a financially secure future. Is your portfolio on […]

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Managing Cash Flow in Retirement

Managing Cash Flow in Retirement

Managing cash flow in retirement  Detailed budgeting, frequent monitoring of income and expenses, and prompt action to address potential cash flow problems are essential elements of financial planning for retirees. Despite careful planning and reasonable assumptions about investment returns, inflation, living costs, and other variables, retirees are likely to face many developments affecting their cash […]

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