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Tag: "retirement planning"

[ 0 ] Oct. 14, 2014

Seven Rules of Retirement Planning

Do you know the seven cardinal rules to retirement planning? Cardinal Rules to Retirement Planning This financial planner and expert at retirement planning says independent and credentialed advisors may better tailor individual portfolios. An onslaught of retiring baby boomers; the uncertain duration of Social Security funding; difficulty with workplace retirement accounts like 401(k)s – even […]

[ 0 ] Jun. 17, 2014

Six Documents For Retirement Planning

Are you thinking about retirement planning? What are the essential documents you’ll need for retirement planning? Larry Roby of Senior Financial Advisors suggests the six essential documents you’ll need for your estate plan playbook. By Larry Roby The start of football season may be months away, but the game’s on the minds of many after […]

[ 1 ] Apr. 1, 2013

How the Recession has Changed Retirement Planning: 3 Tips For Baby Boomers

The economy may be recovering, but some of the changes wrought by the Great Recession may be long-lasting. Anyone planning for retirement, no matter what their age, needs to take those changes into account, says financial advisor Philip Rousseaux, a member of the esteemed Million Dollar Round Table association’s exclusive Top of the Table forum […]

[ 0 ] Feb. 22, 2012

Calculators For Estimating Future Social Security Benefits

You can get a look at your future social security benefits by visiting www.ssa.gov. The site will help you plan your retirement. You should also be receiving a statement every year around your birthday with a printout of these calculations.

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