The Sole and Soul of Your Retirement Planning

Thursday, October 15th, 2015

We’ve talked about small business owners, succession retirement for large firms, and the differences between retirement planning for men and women. Now we would like to focus for a moment on entrepreneurs, which incorporates a …

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When Small Means Big

Thursday, October 1st, 2015

Planning for retirement is no small matter, but when you’re a small business owner, it can seem too big to tackle, especially in your initial years of startup. But that doesn’t mean it’s not important. …

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Three Important Questions

Monday, August 24th, 2015

Whether you are staring at your golden years from the edge of your retirement seat, or dreaming about the day, decades from now, when you can quit punching the clock and start quitting time, it’s …

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The Age of Retirement

Tuesday, July 28th, 2015

We have talked a lot about the Baby Boomer generation, their looming retirement, and the effect their saving—or lack thereof—has had and will have on the entire US economy. But retirement planning is not just …

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Defying Longevity’s Challenges

Monday, June 22nd, 2015

In less than a century, life expectancy has increased by an average of 30 years. Science and technology have made it possible for individuals to live longer than ever before. Throw in improvements in education, …

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Retirement Planning Myths Debunked

Tuesday, June 2nd, 2015

It’s all in the news these days—Boomers are nearing retirement but their money and retirement funds are way behind. The internet is a blessing and a curse, as is the inundation of cable television shows and …

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Think Again

Tuesday, May 5th, 2015

In a recent article published in the Stanford Business News, Reporter Shana Lynch reveals recent findings from the Stanford Center regarding the retirement crisis and its juxtaposition to America’s culture that is causing it.

She …

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Work Hard, Save Hard, and Keep Working

Wednesday, March 25th, 2015

The mantra, “Work Hard, Play Hard” used to apply to most individuals when it came to retirement. The idea, and for many the reality, was if you worked hard enough at your job and put …

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Down the Drain: A Blog Series on the Top Factors That Can Squash Your Retirement Dreams Today’s topic: Not Saving Enough

Thursday, February 19th, 2015

Today we are wrapping up our Down the Drain series after covering a lot of ground the past few posts.
We have talked about fixed budgets, big ticket expenses, long-term care planning, family in …

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Down the Drain: A Blog Series on the Top Factors That Can Squash Your Retirement Dreams Today’s topic: Risky Investments

Friday, January 23rd, 2015

There’s no such thing as a risk-free investment. But once you have entered retirement, you are officially on a fixed-income with the very likely probability that you will not be making any more money …

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Save Your Retirement and Yourself by Eliminating Debt

Friday, November 14th, 2014

Retirement planning may seem like it is all about saving, but there is one major aspect of preparing for your ideal retirement lifestyle …

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Not planning for long term care can jeopardize your retirement

Monday, October 27th, 2014

When it comes to your plans for retirement, what usually comes to mind? Buying an RV and traveling across North America? Taking long trips to visit family and the grandkids? Sailing across the crystal …

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Don’t Be Caught in a Crisis—Kick Start Your Retirement Plan!

Monday, October 20th, 2014

As the disputes over Social Security cuts rise, uncertainty in the economy continues, and Americans  edge closer to the retirement age, it is becoming increasingly apparent that the sole responsibility of retirement planning falls …

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Retirement Tax Hike: Are Popular Retirement Tax Breaks in Jeopardy?

Wednesday, September 24th, 2014

In order to incentivize and encourage Americans to save and invest for retirement, the government offers a wide variety of tax breaks to investors. Many Americans depend on these tax breaks to help them …

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50% of Americans Are Facing a Lifestyle Downgrade in Retirement: Will You be One of Them?

Wednesday, August 27th, 2014

What are your dreams for retirement? Do you hope to travel the world and enjoy experiencing new cultures? Spend your weekdays on the golf course or playing tennis? Will you prioritize spending time with your …

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Retirement Planning 101: Do You Know How Much Money You Need to Retire… or Are You Just Guessing?

Wednesday, July 9th, 2014

Retirement planning can be an intimidating subject – but it doesn’t have to be. At its core, it is a simple process: you must figure out how much money you need in order to support …

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Retirement Planning 101: Kick Start Your Retirement Savings

Monday, June 2nd, 2014

Retirement planning is a complex subject, and there are a whole lot of details that must be considered. This is particularly true in a financial environment like ours – as economic uncertainty creates market volatility, …

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Retirement Planning 101: Three Steps for Success

Thursday, March 20th, 2014

Planning for retirement is challenging, to say the least. One must navigate economic uncertainty, inflation, changing tax rates, stock market volatility, our unstable social security system, and that’s just the beginning. That’s why it is …

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Retirement Planning: Key Milestones on the Path to Retirement

Thursday, March 13th, 2014

Looking back on life, every one of us can identify several milestones that represented significant accomplishments and/or memorable moments. From taking our first steps as a child to graduating from college to getting married and …

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Millions of Americans Likely to Run Out Of Money in Retirement, Will You Be Among Them?

Monday, February 24th, 2014

The stock market has recovered from the disastrous financial crash of 2008 and 2009, but many Americans are still well behind the eight ball when it comes to retirement. This is due to a number …

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Retirement Planning: Will Skyrocketing Health Care Costs Ruin Your Retirement?

Wednesday, January 22nd, 2014

Planning for retirement is tricky – and there are a number of pitfalls along the way that must be avoided. Inflation is a constant threat, as the erosion of purchasing power could make it impossible …

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Retirement Planning: Financial Advice for Your 50’s

Monday, December 30th, 2013

Retirement planning is a challenge for individuals of all ages – but as one ages, the challenges that he/she face change dramatically. As the decades pass, changing circumstances often require changing retirement strategies. As an …

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Retirement Planning 101: What Do I Do if I’m Approaching Retirement and Have Very Little Saved?

Monday, November 25th, 2013

If you have been reading our blog entries lately, you’re aware that there is a retirement crisis facing millions of Americans. Simply put, many people have not saved enough money to support their desired lifestyle …

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Retirement Planning: Don’t Let Your Retirement Plans Slip Away

Friday, October 25th, 2013

There is a retirement crisis in America. Some would argue that it started with the stock market crash of 2007 and the subsequent recession—millions of Americans saw their investment portfolios wiped out, and countless retirees …

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Millions of Americans Consider Retirement an Unrealistic Dream. What About You?

Wednesday, October 2nd, 2013

For many Americans, retirement was once an assumption. It was the natural, normal progression of life: Work hard in school, start a career, save and invest wisely, and retire at age 65 or thereabouts. Retirement …

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Will a Housing Market Stall Sidetrack Your Retirement Plans?

Sunday, July 21st, 2013

The fate of the economy as a whole is in many ways tied to the housing market. It was the collapse of the housing market in 2007 that precipitated the collapse of the stock market …

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US Retail Sales Improve: What Does this Mean for the Economy?

Tuesday, May 28th, 2013

So far in 2013, attempting to get a handle on the state of the economy has been a bit like watching a yo-yo bounce up and down. The year started with signs of positive momentum. …

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Financial Planning: What Does Germany’s Economic Stagnation Mean for Your Portfolio?

Thursday, May 23rd, 2013

Technology has changed the world—for the better, and for the worse. It’s great, for instance, to be able to video chat with friends and family across the country.

On the other hand, it hardly seems fair …

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Consumer Confidence Falters: An Economic Sign of Things to Come?

Wednesday, May 1st, 2013

Lately we have been focusing on the positive economic momentum that has seemed to develop over the last several months. But recently, there have been signs that this momentum may have been short-lived. From declining …

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Positive Momentum Continues to Grow: Is the Economy Finally Back on Track?

Tuesday, March 19th, 2013

It has been a very difficult 6 years for the economy. The recession of 2007-2008 and the subsequent financial meltdown led to political gridlock, skyrocketing unemployment, and the devastation of countless retirement portfolios. But now, …

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Gold Futures Falling: More Good News for the Economy?

Tuesday, February 26th, 2013

The President gave his State of the Union address recently—and from an economic standpoint, it’s hardly newsworthy to point out that there is a lot of work still to be done. However, despite significant challenges, …

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The State of the Economy: Positive Signs, But Challenges Remain

Tuesday, December 4th, 2012

It’s certainly been a tumultuous couple of years for the economy. Between the financial crash of 2007-2008, the recession, continued volatility, a crash in real estate value, and the current government debt crisis, economists have …

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Retirement Planning: Does Wall Street Have Your Best Interests in Mind?

Friday, October 19th, 2012

For many years, the “American Dream” was relatively simple: attend college, find a job in your industry of choice, work for that company for decades, invest in the stock market, and retire once you’d earned …

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What Does the Federal Reserve’s Latest Stimulus Mean for Your Portfolio?

Friday, September 28th, 2012

You’ve probably heard that the Federal Reserve just announced significant new efforts to stimulate our sluggish economy this month. Today, we’re going to take a look at the impact these actions may have on your …

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More Economic Bad News: What Does This Mean for Your Portfolio?

Wednesday, September 12th, 2012

Over the last five years, we have heard plenty of economic bad news. Still, this report from ABC News has caused many economists to do a double-take:
The recession that ended three years …

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