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Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.
January 17 -
Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.
January 15 -
Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.
January 14 -
It is important for entrepreneurs to have an exit strategy and to take control of their debt.
January 10 -
Developing a comprehensive plan can help "avoid the negative compound interest effect in a declining market."
January 8 -
More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”
January 7 -
“By and large, many simply have not yet saved enough to retire comfortably.”
January 3 -
Higher-than-anticipated health-care costs are among the most unexpected expenditures clients face in retirement.
January 2 -
Clients should understand Medicare, Social Security and 401(k) changes that will impact on their retirement savings and income.
December 27 -
To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.
December 24