Monthly Archives April 2017

Retirement is Life’s Biggest Expense

A landmark study was recently completed by Merrill Lynch in conjunction with Age Wave. Here is the PDF for your review: https://mlaem.fs.ml.com/content/dam/ML/Articles/pdf/ML_Finance-Study-Report_2017.pdf We’d like to share a few of the findings with you: “Americans are rightly concerned about funding a comfortable retirement, yet most aren’t aware of what it will cost. Compared to life’s other biggest expenses—buying a home, raising a child, paying for college—retirement carries the highest average price tag. The average cost of retirement is over $700,000 or about 2.5 times that of the average house (FIG 7). It’s truly the purchase of a lifetime.” ======= “Against a
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Categories: Blog Posts.

10 Tips for Getting Finances in Order

The spring season is typically thought of as the time for deep-cleaning and organization. What better time for your clients to address their personal finances? We’ve put together these tips you can share.       Take a hard look at credit cards. Even though the newest credit cards are equipped with computer chips that make it harder for hackers to hijack your data, it’s a good idea to check out your statements to make sure there are no mistaken or duplicate charges. Pay off debt. With credit cards, it’s best to pay off balances monthly, or keep balances to
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Categories: Blog Posts.