From establishing an emergency fund or managing debt, to saving for a dream vacation, a home down payment, and retirement, #SavingsBuckets can help guide employees towards achieving their savings objectives.
Chris Goetz, AIF CPFA’s Post
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Wondering about the sustainability of your current cash flow? Do a quick fixed-income check-up with our easy-to-use calculator to see if your expenses are aligning with your financial plans and retirement goals: https://lnkd.in/dCdjgb7d #financialplanning #budgeting #cashflow #personalfinance #financialgoals #retirement #moneymanagement #financialgoals
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How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.
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How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.
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Yes, real financial advisors will help you with all financial decisions… even car buying. “Unless you have unlimited resources, a financial advisor can help ensure that your investments last throughout your lifetime. Financial advisors can provide you with a cash flow plan, check your insurance coverage, look for estate planning issues, and help you with ongoing questions such as whether to lease or buy a car.” https://lnkd.in/eYZvnbvq
6 Retirement Financial Myths to Avoid
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How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.
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Estimate how long your retirement funds might last, using our systematic withdrawal calculator. Then let us help you formulate a sustainable strategy for your retirement income. https://lnkd.in/gA9rM2-N #financialplanning #retirementgoals #retirement #retirementplanning
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How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.
Why Do Renters Have to Save More?
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How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.
Why do Renters Have to Save More?
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💰 The Annual Financial Check-Up for Doctors You don't need a CFP® for this - these simple financial items are easy to do yourself. Set aside a few hours each year to get your important financial items in good order. Key Takeaways: 💰Increase your savings more easily by taking advantage of annual pay increases. 📉Pay down your debt by using the snowball or avalanche method. 🚨Start building your emergency fund & tips on "how-to". 💳Pay attention to your credit score and your free credit report to see how you’re doing and ensure you can borrow more money at lower interest rates when you need it. 👨💼Shop around for new homeowner’s and renter’s insurance (and bundle them!) for better savings! Blog Post: ⬇️
The Every-Year Financial To Do List
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