Money Matters 04/24/2017 – Accumulation vs Distribution and Preservation

April 27, 2017

What type of financial specialist is right for you in retirement?

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What is a “Safe” Retirement Withdrawal Rate?

April 18, 2017

In an investment portfolio, the withdrawal rate is the monetary percentage from which a retiree draws from his account each year. A “safe” withdrawal rate is a fixed percentage distributed as a systematic withdrawal that reasonably expects portfolio funds to last throughout the retiree’s lifetime. When determining your personal retirement withdrawal rate, it’s important to…

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Money Matters 04/10/2017 – Health Care Plans

April 11, 2017

Health care coverage and preserving your retirement assets

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Money Matters 04/03/2017 – Annuities

April 4, 2017

Some questions to ask about annuities

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Global Trade: Problems and Potential Solutions

March 31, 2017

Global trade and investment have increased dramatically over the past 30 years.¹ On one hand, importing lower-cost goods from other countries has saved Americans money. On the other, it has cost American jobs. How many jobs? About 6 million from the manufacturing sector alone between 1999 and 2011, according to the Bureau of Labor Statistics.…

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Money Matters 03/27/2017 – Retirement Coaches

March 27, 2017

Top performers gain from top coaching

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Money Matters 03/20/2017 – Your Risk Score

March 22, 2017

The power of a risk score

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