Have You Budgeted for Retirement?

Have You Budgeted for Retirement? Creating a strategy for success.   Run the numbers. There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can certainly vary. So, years before leaving work, sit down (perhaps with the financial professional you know…

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Is Your Company’s 401(k) Plan as Good as It Could Be?

Is Your Company’s 401(k) Plan as Good as It Could Be? Two recent court rulings may make you want to double-check.   How often do retirement plan sponsors check up on 401(k)s? Some small businesses may not be prepared to benchmark processes and continuously look for and reject unacceptable investments.   Do you have high-quality…

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What the SECURE Act Could Mean for Retirement Plans

What the SECURE Act Could Mean for Retirement Plans If passed, it would change some long-established retirement account rules.     If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan…

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