Good Financial Cents

JANUARY 26, 2023

The stock market has returned an average of between 9% and 11% over the past 90 years and that’s the kind of growth that you’ll need to tap into if you want to retire at 50. Your retirement plan shouldn’t be. Get in touch with an Independent Financial Professional to see if you're on track to meet your retirement goals.

Retirement 122

Retirement Taxes Accounting Retirement Planning 122

The Big Picture

FEBRUARY 21, 2023

And a few years ago, we said whether you’re investing directly, whether your investing through an advisor, whether you’re investing through retirement plan, the platforms that we deal with, our service infrastructure, our investment infrastructure, cloud native. So we’ve rebuilt.

Clients 279

Clients Investments Investing Retirement 279

Random Roger's Retirement Planning

AUGUST 10, 2023

Unfortunately, there is no way I believe this will be worked out by the time I turn 62 in 2028. A 50% reduction in 203X would take the payout below the age 62 amount so getting $2345 for five or six years before the cut might not be stupid.

Taxes 98

Taxes Planning Medical Numbers 98

Aleph

DECEMBER 31, 2022

Part of Spending Bill, Changes Retirement Planning [link] Marginal ideas at best Dec 27, 2022 Going Boldly: The Retirement Savings for Americans Act 2022 [link] This will do less good than most imagine. Goes broke in 2025 as 2028 secured notes accelerate. Many poor people need the money to live now.

Banking 59

Banking Government Advertising Taxes 59