Retirement

On the Road to Retirement, Beware of These Five Risks

On your journey to retirement, you’ll likely face many risks that have the potential to throw you off course. Following are five common challenges retirement investors face. Take some time now to review and understand them before your journey takes an unplanned detour. 1. Traveling aimlessly Setting out on an adventure without a definitive destination …

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J.D. Flaherty, CEO of Construction Systems Inc., Shares His Employee Stock Ownership Plan Experience

A small number of business owners choose to use an Employee Stock Ownership Plan (“ESOP”) as part of their succession plan.  Due to its very specific benefits and drawbacks, an ESOP works with business owners that have the following characteristics: Values the legacy of the business and the welfare of the employees as much as …

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Working in Retirement

  Source: Broadridge

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Building Confidence in Your Strategy for Retirement

Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today’s workers (perhaps because “retirement” is less of an abstract concept to those actually living it). …

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Have You Made Any of These Financial Mistakes?

As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any of these mistakes? Your 50s and 60s 1. Raiding your home equity or retirement funds. It goes without saying that doing so will prolong your debt and/or reduce your nest …

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