Good Financial Read: Advice For Retirement


    Advice for retirement

    Pension plan checklist

    by Matt Elliott, Pulse Financial Planning

    When and how you retire can be one of the biggest financial decisions you will make. This leads to a lot of new financial questions that you may not have looked at:

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    “Directions” for your retirement route!

    by Kevin Clark, Plan Confidence Corp.

    Earlier this week, I packed my car, got a coffee, and drove from Sarasota, FL to Chicago, IL with my 15-year-old daughter.

    Now I have taken this trip many times, managing the “day-to-day operations” of my financial advisory practice in FL for three weeks and spending a week in IL managing all of my client appointments.

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    Living longer – what does that mean for retirement provision?

    by Phil Weiss, Apprise Wealth Management

    Many of us live longer than previous generations. As a result, we need to plan to finance our lifestyle for years to come. Retirement provision helps us provide the resources to maintain the desired quality of life in retirement.

    While the gap narrows with age, women also tend to live longer than men. Plus, On average, women are younger than their husbands. This increases the risk of retirement for women.

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    Here’s how to make a forecast of retirement income for your plan

    by Massi De Santis, DESMO investment advisor

    Most people contribute more or less regularly to their retirement savings through IRA accounts, 401 (k) accounts or similar and taxable accounts. But what does this saving mean in terms of retirement income that you can expect when you retire? Are you contributing enough for the desired retirement provision? Will you have enough by the desired retirement age? Or when will you accumulate enough to meet your retirement needs?

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    If you want to retire early, here’s what you need to know

    by Massi De Santis, DESMO investment advisor

    More and more people are trying to redefine retirement. Many are young professionals with good income streams and excellent savings habits. Your goal is to become financially independent and to retire early, ideally sometime in your forties (the “FIRE” movement). The key question for them is: when will I be ready to take the plunge?

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    Following financial advisor blogs is a great way to access valuable, educational information about finance – and it won’t cost you anything! Our financial planners are happy to share their knowledge and help everyone, regardless of age or wealth.


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