Fortune Financial

FEBRUARY 28, 2023

Thinking about the amount of savings needed for a financially secure retirement can be overwhelming when you think about the unknowns. Unknown global markets and volatility could erode retirement accounts. It could cost more than the projected amount if all retirement funds are in a pre-tax account.

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Fortune Financial

SEPTEMBER 29, 2022

In our planning with clients, we like to employ a “pay yourself first” approach, especially as it relates to retirement planning. This cycle can repeat itself over multiple years, resulting in minimal or no retirement savings. Planning for retirement is a multi-step process with continuous updates and monitoring.

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WiserAdvisor

MAY 3, 2023

The costs for platinum and bronze plans can further differ based on the coverage they offer. Medical inflation can increase the costs of medicines, in-hospital treatments, outpatient care, and more. Surprisingly, 65% of employees working in the private sector have no long-term disability insurance. Medical inflation rose 2.3%

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