Sentences with phrase «comfortable retirement plan»

As individuals, we work towards creating a secured future and a comfortable retirement plan.

We take the time to understand your current lifestyle and your life goals, and work with you steadily to build a secure and comfortable retirement plan for your future.

Assuming he can pad his probably comfortable retirement plan with a few more lucrative years in the private sector and that he reduces that Spalding behind his belt to perhaps only the size of a soccer ball, he could be back in three or four years.

Millennial small business owners have more confidence in their retirement savings than baby boomers, according to our survey, possibly because millennial owners started their business at a younger age on average (26 vs. 43 years old), allowing more time for them to grow their businesses» profit margins and create comfortable retirement plans.

Not exact matches

By taking the time to think about it, you may also realize that you could use help figuring out how to finance your kids» college educations, plan for a comfortable retirement or determine if you have the right types and amounts of insurance coverage.

Speaking of overwhelming, saving for retirement, as you said, is sort of a big challenge and the good news in the report and the survey is that when people have a retirement plan at work, they feel more confident, they feel more comfortable.

Because workplace retirement plans make savings — and in turn, a comfortable retirement — dramatically more likely for workers, increasing this percentage is essential.

Christian Weller joins us to talk more about retirement savings and why many Americans are not comfortable with their retirement plan.

After seeking the guidance of a qualified attorney who is knowledgeable about relevant state laws to dividing assets, you can secure a comfortable retirement nest egg by working with a divorce financial planner to assess your retirement planning options and build a sound foundation for your late - in - life finances.

Saving, investing and planning for a comfortable retirement is a difficult task.

With retirement savings taking a back seat to more immediate financial concerns, and the percentage of workers confident that they'll have enough money for a comfortable retirement at low levels, it's more important than ever for plan sponsors to consider retirement readiness as a key — if not the key issue — their employees are facing.

What are your goals, what kind of lifestyle do you want, where do you want to live, how much risk are you comfortable with, do you want an encore career, will you consider home equity, do you want to hedge longevity risk, how is your health — we collaboratively work these kinds of questions through to create a retirement plan that is unique to you.

The lasting impact of retirement planning on this next phase of their lives could be ensuring that things that have become staples in their lives remain staples and not luxuries — visiting grandkids, traveling, getting the brands of medication they feel comfortable with, and shopping at their favorite grocery stores for their comfort foods.

With the right planning and enough forethought, academics can enjoy financial stability and a comfortable, if not prosperous, retirement.

Unlike the old plan, the hybrid plan provides greater retirement security for teachers who teach for twenty years or less, while still providing comfortable retirements for teachers with more service time.

Fidelity's massive marketing blitz imbues its funds with an aura of specialness that, though it doesn't deliver the goods, makes retirement plan trustees and investors feel comfortable.

Their planning had paid off and they were getting the most from a rewarding and comfortable retirement.

Certainly, many baby boomers felt TFSAs were too little and too late for their purposes, although they would look with a certain amount of envy at millennials and young investors with a 40 - year investing time horizon ahead of them — indeed, many financial gurus have calculated that merely by maxing out TFSA contributions over such a time frame, that alone would be sufficient to ensure a comfortable retirement: no RRSP or employer pension plan contributions necessary!

With Canada Pension Plan, Old Age Security, some TFSA savings and a small company pension awaiting her, Rebecca will be able to count on a fairly comfortable retirement.

So if you want to have a comfortable and secure retirement, be sure to avoid these four major planning blunders.

Everyone dreams of the day they can finally kick up their shoes and relieve themselves of their occupational responsibilities, but before you can start living the rest of your life doing what you feel most comfortable with, there are certain factors to consider to choosing the right type of retirement plan for yourself.

Whether you're building personal wealth or planning your retirement, a savings account isn't going to offer the return you need for a comfortable lifestyle.

While our healthcare system may be financially more comfortable than it is for Americans, there's no reason to be complacent and even less not to factor in significant costs into your retirement planning.

- Be sure to study your retirement plan investment options and decide on the potential rewards vs. risks levels you are comfortable with.

As long as the insurance company that provides the annuity remains solvent, such plans can grow your money safely and help secure a comfortable retirement.

You're working hard toward a comfortable retirement, but you still need sound financial planning.

Dave Malarkey has Gary on to discuss 401 (k) plans and how Active Managed / Mutual funds are simply not delivering the needed funds for a comfortable retirement.

In short, you'll have a much better shot at a secure and comfortable retirement if you spend your time and energy creating a viable retirement income plan, rather than engaging in a vain search for investments that purport to offer an often - sought, but ultimately unattainable, combination of safety and high returns.

And yet I'm told I'm stupid to plan for a comfortable retirement without entrusting the lion's portion of my financial assets to Wall Street money managers.

That will add an extra $ 200,000 to their nest egg and if they start collecting their Canada Pension Plan and Old Age Security then, they will likely have enough for a comfortable retirement.

If you shoot for a large retirement number, even if you come up short or take more time than planned, you'll likely have a much more comfortable retired life.

By developing a flexible financial plan that uses a combination of income sources, you can make sure your retirement is comfortable.

«She doesn't plan to marry Jim for another five years, and if a brick falls on Jim's head tomorrow and he dies, she has to be comfortable that her own money and reduced future earnings will be enough to finance her 50s, as well as 30 or more years of retirement living,» says Garbens.

If you plan to retire within the next 10 years or so, consider taking these steps today to help ensure that you have what you need to enjoy a comfortable retirement lifestyle.

Securing a comfortable retirement is always a part of anyone's plan for financial freedom.

You've worked hard to make it here, and if you've been planning and saving along the way, you can reap the rewards of a comfortable, happy retirement.

Increasing your current savings, or designating each other as the beneficiary of your own retirement plan or life insurance policy, are all possible ways for you and your partner to ensure a comfortable retirement for one another.

I personally haven't begun considering this for my own financial planning, but all the retirement goals are easily 15 + years ahead so I do feel comfortable using an average ROR for projections.

Smart planning now will help you save more and secure yourself a comfortable retirement.

Until 401 (k) plan sponsors are more comfortable offering in - plan retirement income products, the industry must find solutions to deliver nuanced advice around retirement income to low - balance investors, Cerulli says.

Second, you want to have a growth plan that not only eliminates market risk, but also generates enough income to outpace inflation, so you can live a comfortable retirement lifestyle and ensure that you don't run out of money during retirement.

The Ontario government's new pension plan was intended to ensure that every resident is prepared for a comfortable retirement, but calculations by Fred Vettese, chief actuary at Morneau Shepell, show that it may be even more generous that most people think.

But one way or another, you want to end up with a retirement income plan that you can truly feel comfortable with, whether it includes an annuity or not.

If you take the advice of financial experts and start planning for retirement in your 20s, you can enter your golden years expecting a comfortable income.

Prudent financial planning and a disciplined approach to money issues can help set the table for a comfortable retirement.

According to the Insights paper, «Offering income options (e.g., lifetime annuities, qualifying longevity annuity contracts (QLACs)-RRB-, either within or outside of the organization's retirement plan, can help employees feel comfortable that they will be able to retire when they want.»

My husband and I would have cars that work consistently, a comfortable home, savings, retirement plan, maybe a vacation here and there, and maybe even kids.

A: Defined benefit (DB) pension plans can provide you with a smooth transition into a comfortable retirement lifestyle or play a healthy part in your overall retirement resources.

Catch - up contributions are a good option for those who perhaps did not contribute a lot to their plans in the past, for those who waited until later in life to start saving for retirement, and for those who just want to ensure a comfortable retirement.

With the right support, lawyers can start planning ahead to ensure a comfortable transition into retirement.»