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Company Retirement Plans

There’s More to Retirement than Just Numbers

By | Advanced Planning, Company Retirement Plans, Investment Consulting | No Comments

Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of 65 before retiring. Some people who are in good health may not be ready to retire just yet because they like what they do, want to keep busy, or need the extra money. If retirement is knocking on your door, you may want to start preparing yourself emotionally for it now, because preparation goes beyond making sure you have enough income.

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Good Advice

By | Company Retirement Plans, Investment Consulting | No Comments

That which best serves investors ultimately best serves their financial advisors as well, so we would warmly welcome a world where good advice reigns supreme. Until then, we hope you’ll be open to good advice when you hear it – the kind that sees you through turbulent times, onward to your relevant financial and life goals. If this advice sounds a little different from the typical hot investment tips or market-timing tactics you may be used to hearing, that’s because it is. May we offer you additional advice about good advice?

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The Best Plan to Drive Your Retirement Needs

By | Company Retirement Plans | No Comments

Excuse me, can you tell me what kind of car is best for me? It is impossible to answer that question without getting more information…how will the car be used? The same is true when selecting a retirement plan. Although there aren’t as many makes and models, there are some significant variables, and the most appropriate option depends on some of the same factors. How will you use the plan and what is your budget?

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