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Articles in Retirement Planning

Whether you are 25 or 65, it's never too soon or too late to plan for a happy, financially-secure retirement.
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401k Motivation: Overcoming Generational Hurdles

by Curtis Steven Farrell Level 14
While many financial wellness programs offer a “one size fits all” solution, it’s important to be mindful that different age groups have different needs, and it’s very likely your workforce represents a fairly wide ...(more)
Comment   |  Sep 21, 2017 from Mission Viejo, CA
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Our brains, as we age, and money

by Larry R Frank Sr Level 20
How well can we function at work as we grow older? Or continue to manage our money? Research that has looked at cross-sectionsas well as longitudinal groups of people have provided great insights to these ...(more)
Comment   |  Aug 09, 2017 from Roseville, CA
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What is the Best IRA for a Young Investor?

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner:  Before deciding which kind of IRA to open, the first thing you would want to do is check with your employer about 401(k) offerings. If your employer provides any company match ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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New Jersey Public Employees – Things to know about your Retirement Income

by Nicholas Joseph Scheibner Level 14
As public employees for the great state of New Jersey, there are some important factors to consider when it comes to your retirement income. Regarding Your Pension: New Jersey Pensions fall into two categories: “I ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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What to do if you filed for Social Security and you changed your mind

by Nicholas Joseph Scheibner Level 14
(Est. Read Time: 40s) If you began taking Social Security before full-retirement age, and are looking to postpone payments until a later time, there is a solution: the 1-year payback rule. The 1-year payback rule ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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Did you think to remodel your home?

by Brent Leavitt, CFP® Level 11
  Did your retirement plan involve a home remodel? Or even a home remodel remodel? My mother-in-law spent about a decade taking care of her mother. Not only did she require lots of attention and care, but she also ...(more)
Comment   |  Jun 08, 2017
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5 Compelling Reasons to Have a Roth IRA

by W. David Kern, CFP® Level 14
You know the old adage – ‘there’s no time like the present’. This is a noteworthy saying that is particularly true for young individuals and families who want to start saving seriously for the future. But how and where ...(more)
Comment   |  Jun 06, 2017
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9 Things You Must Know Before Retiring

by Nathan Garcia, CFP® Level 15
  Before Retiring you'll need to know these 9 pieces of information to have a better retirement:  1) When to file for Social Security 2) How much your Health Care costs will be 3) How much you currently spend 4) ...(more)
Comment   |  Jun 02, 2017
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Keys

by Randy Brunson Level 18
  Two things to note first this week, which are taxes and politics.    First, the tax filing deadline for federal income taxes is April 18th.  Typically it would be Monday April 17th, since the 15th falls on ...(more)
Comment   |  Apr 20, 2017 from Suwanee, GA
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Don’t Let Your Best Thinking Derail Your Retirement Dreams

by Peter Carl Hafner Level 12
The stock market did great last year. The Dow was up 13.4%; the S&P gained 9.5%; and the Nasdaq was up 7.5%, according to CNN Money.  But do you remember how things started? 2016 began with the worst five-day ...(more)
Comment   |  Apr 06, 2017 from Buffalo, NY
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Important Steps to Take for Your Retirement Plans

by David Neil Chazin Level 6
                                                 Setting Your Objectives & Goals There is no express highway or fast lane to take you directly to retirement. Preparing for any long-term journey requires a road map ...(more)
Comment   |  Mar 28, 2017 from San Ramon, Cal
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Seven Concerns & Fears About Retirement -By J. Barry Watts, Tax & Retirement Strategist

by James Barry Watts Level 6
Seven Concerns and Fears About Retirement By: J. Barry Watts   The speckled-with-grey-haired executive wearing the rumpled trench coat dropped into the seat beside me at gate B33 of the Pittsburgh airport with a loud ...(more)
Comment   |  Dec 09, 2016
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Understanding your Social Security Benefit for Young and Old

by James Leland Hancock Level 10
Understanding your social security benefit is a huge part of being prepared for retirement, and even the young generation should understand what they can expect to receive from social security.   It can be very ...(more)
Comment   |  Dec 07, 2016
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Plan Sponsor Tips: Inspiring Employees of All Ages

by Curtis Steven Farrell Level 14
Whether employer or employee, financial troubles are a universal constant, giving us stress and hampering our ability to save for the future. As an employer, you have the power and responsibility to help your employees ...(more)
Comment   |  Sep 21, 2017 from Mission Viejo, CA
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BENCHMARKING YOUR RETIREMENT PLAN

by Curtis Steven Farrell Level 14
  Mark Twain once said, “comparison is the death of joy.” While this may be excellent advice for personal development, comparison is imperative as an employer and mandatory as a plan sponsor. If you sponsor your ...(more)
Comment   |  Nov 30, 2016 from Mission Viejo, CA
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Just where does the fear of outliving our money come from? Part II.

by Larry R Frank Sr Level 20
The foundation to answer where does fear of outliving money come from was laid in yesterdays’ post (Part I). Why is all of this important? The fear of outliving your money also (there’s another reason listed below) ...(more)
Comment   |  Nov 11, 2016 from Roseville, CA
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Just where does the fear of outliving our money come from? Part I

by Larry R Frank Sr Level 20
  You see the headline all the time that has something to do with basically these four words: Risk, Outliving, Longevity and Money. The viewpoint that you may outlive your money because of increasing longevity ...(more)
Comment   |  Nov 11, 2016 from Roseville, CA
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A Simple Retirement Income Process

by Larry R Frank Sr Level 20
Working or retired, the focus of most people is keeping their check book full of money for the monthly expenses they have. While working, the source of the money is obvious … it is from you working. While retired, ...(more)
Comment   |  Sep 14, 2016 from Roseville, CA
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To Roth, or not to Roth

by Timothy Francis Brennan Level 6
I get a lot of questions about IRAs so I thought a quick crash course in the basics would be helpful.  Tax laws, regulations and individual circumstances change frequently so always check with your advisor or tax ...(more)
Comment   |  Aug 30, 2016
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WHEN are investments for?

by Larry R Frank Sr Level 20
Most people understand to some degree, what investments are for – presumably for “their goal,” whatever that goal may be. Most people though, miss the difference between what and when investments are for. So, what is ...(more)
Comment   |  Jul 20, 2016 from Roseville, CA
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