Sentences with phrase «good retirement planning strategy»

Not exact matches

The availability of facial recognition to iPhone X users and other enhancements is part of a broad mobile technology strategy with the objective of making it easier for MassMutual retirement plan customers to access information about their retirement savings and provide the tools necessary to help them make the best decisions possible about their progress towards retirement, according to Wilson.

By investing in a sustainable strategy through your retirement plan, you can do some good right now that will hopefully pay off later.

It may be the furthest out, but any good financial plan starts with calculating how much money you'll need to live on during your retirement years, putting a strategy in place to get there, and then addressing your shorter term needs.

In addition to typical retirement planning strategies, Wimbish said advisors must also consider immediate as well as long - term considerations.

In March 2014, President Obama presented his 2015 budget proposal — which in its small print targeted what an article in Investment News called «one of the best retirement income planning tools on advisors» shelves: Social Security claiming strategies.»

Yeah, the «best - seller chaser» strategy sounds to me like a retirement plan based on taking all your disposable income and spending it in lotto tickets, because it only takes one...

By investing in a sustainable strategy through your retirement plan, you can do some good right now that will hopefully pay off later.

Under current rules, which remain in effect until 2011, starting CPP at the earliest age of 60 entails a 30 - per - cent reduction in monthly payments but «you would have to live well past 75 in order to receive more from the plan than by waiting until the normal retirement age of 65,» writes tax and estate lawyer Christine Van Cauwenberghe in her book, Wealth Planning Strategies for Canadians 2010.

Using these active strategies, cash reserves are made available upfront and incorporated into a plan, giving your portfolio the maximum amount of time to grow and the best possible chance of meeting your financial needs in retirement.

For as much good as TDF's have contribute to the industry, there is always another side to the story.The popularity of these retirement plan products doesn't seem to be slowing any time soon so it's important to be educated in the details of how these strategies work.

We write about a range of topics like reducing debt, finding student loans, getting the best strategy to pay off student loans, understanding credit cards and planning for retirement.

The same goes for your financial plan — hopefully for the better, but regardless, right after tax season is a good time to update the game plan, including your savings strategy for retirement.

The best strategy would be if Wells Fargo worked with you to create a repayment plan that allowed you to meet your obligations and begin to build an emergency savings account and save for retirement.

Some of the various characteristics of retirement planning with whole life insurance and unpacking what is perhaps the best investment for an effective retirement planning strategy are:

And you haven't even heard the best part about how it can be utilized to recapture all of the debt costs that you're paying to third party lenders and put your retirement plan on steroids, its time to take action and schedule your free strategy session today!

The reality is that if you have a long time to retirement then there are too many variable to plan accurately so just working at your financial health by paying off debts and saving money might be the best strategy.

As if that wasn't enough, Joe and Big Al have 10 tips to boost your retirement savings, the pros and cons of rolling your 401 (k) into an IRA, tax strategies to consider when paying for long - term care, the latest on the Department of Labor Fiduciary Rule, the age - old men vs women debate: who is better at investing, and Prince's $ 250 million estate planning mistake.

You want to monitor your investments, assess how well your income needs are being met, make sure your strategies aimed at protecting your assets are adequate and assess whether your long - range retirement income plan is still on track.

Plus, Joe and Al have 10 tips to boost retirement savings, the pros and cons of rolling your 401 (k) into an IRA, long - term care tax strategies, the latest on the Department of Labor Fiduciary Rule, Prince's $ 250 million estate planning mistake, and who is better at investing, men or women?

As we get within 10 years of retirement, it is a good idea to identify how much you need allocated to an income strategy to YIELD the income you need in retirement so you are not basing the success of your retirement plan on the outcome of equity returns and the stock market's success.

The key to a successful retirement strategy is a well thought - out plan.

We know about an investing strategy that beats Buy - and - Hold in 102 out of 110 time - periods, an investing strategy that permits us to obtain far higher returns at dramatically less risk, an investing strategy that permits us all to retire years sooner and that would bring us out of this economic crisis if we could share it with millions of middle - class investors (if people could switch to an investment strategy that would put their retirement plans back on track, they would feel free to start spending again and businesses could start hiring again), and our first reaction is to come up with convoluted arguments as to why the best thing to do is to AVOID learning more about it and to AVOID getting the word out to the millions of middle - class people whose lives we have destroyed with our promotion of Buy - and - Hold.

When it comes to retirement planning, speak to your financial professional and / or tax professional who can help you design a strategy that's best for you.

If you're facing infertility costs, the best strategy for your budget is to devise a savings plan that allows you to pay for these costs without having to dip into retirement funds or turn to your credit cards as a long term solution.

It may be the furthest out, but any good financial plan starts with calculating how much money you'll need to live on during your retirement years, putting a strategy in place to get there, and then addressing your shorter term needs.

For almost everyone else, the best way to incorporate life insurance into your retirement - planning strategy is to get the right death benefit for your family at the lowest cost, so you have the most money left over to take other key steps toward financial security.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients