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Estimating retirement income needs
Planning Retirement Retirement Planning & Investments The CFS* Team

Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you’ll need to fund your retirement. That’s not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your […]

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Planning Retirement Retirement Planning & Investments The CFS* Team

6 Potential 401(k) Rollover Pitfalls

You’re about to receive a distribution from your 401(k) plan, and you’re considering a rollover to a traditional IRA. While these transactions are normally straightforward and trouble-free, there are some pitfalls you’ll want to avoid. 1. Consider the pros and cons of a rollover The first mistake some people make is failing to consider the […]

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Retirement planning by life stage
Planning Retirement Retirement Planning & Investments The CFS* Team

Retirement Plan Considerations at Different Stages of Life

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, or are preparing to retire, your employer-sponsored retirement plan can play a key role in your financial strategies. Each life stage comes […]

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Setting a retirement investment goals
Retirement Retirement Planning & Investments The CFS* Team

Setting a Retirement Savings Goal

Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation. How much do you need to save? One commonly cited guideline is that […]

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Rule of 72 investment planning
Investments Elliott

Investment Strategies for These Low-Interest Times

Everyone has some idea of what it means to be money smart—however, whether or not you’ve acted on that idea is a different story! There are a few nuggets of financial wisdom in particular that are echoed so many times in articles, blog posts and TV segments that they become clichés, albeit practical ones. Curb […]

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