Financial Poise

Articles tagged: Retirement

401k lawsuit

4 Steps All Companies Should Take to Protect Themselves from a 401(k) Lawsuit 

Avoid 401(k) lawsuits with these four important steps to ensure retirement plan options are transparent and reasonable.

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A financial advisor’s offers retirement advice to a client with fiduciary responsibilities in mind.

The Government’s Clash on Fiduciary Responsibilities and Your Advisor’s Retirement Advice

The DOL released its latest attempt at a fiduciary rule requiring brokers and advisors to offer retirement advice that is in the best interests of their clients. It’s not the first time. How does this affect your retirement advice?

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investing in venture capital

Invest Tax-Advantaged Retirement Funds in Private Equity for Growth

Many people don’t know they can invest tax-advantaged retirement funds into private equity for growth. The strategy isn’t for everyone, but can be rewarding.

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The REIT Income for Retirement: 6 Reasons to Invest in REITs

Retirees seek diversified retirement income sources as they continue to age. REIT income may provide the risk-adjusted returns they need.

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A retiree looks out the window and contemplates her finances

America’s Retirement Crisis: Problems and Solutions

America is facing a retirement crisis. Less than half of Americans are confident in their retirement security. What can you do to retire at 67?

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Personal Budget

How a Personal Budget Shapes Your Financial Future

How and Why to Use a Personal Budget Would you like to have more control over your life? A personal budget can do that. Trying to get ahead of bills? […]

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retirement in jepoardy

Will You Retire Broke? Reasons Why Your Retirement May Be in Jeopardy

More than 42% of Americans will retire broke, according to a survey taken by GOBanking Rates. For the third year in a row, thousands of individuals were polled to ascertain how much the average American has set aside for retirement, and the results may, and should, shock you.

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Business for sale

Business Transition and Exit Planning: Welcome to the Jungle!

You want to sell your business but you have questions. Sure, you are smart but you have never sold a business before.

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Happy employees planning their ESOP benefits

ESOP: Tax Advantages of an Employee Stock Ownership Plan

How ESOPs Differ From 401(k)s An employee stock ownership plan (ESOP) offers a range of attractive benefits for a sponsor company and its owners and employees. Both provide retirement benefits. […]

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Retiring abroad image of Spain

Retiring Abroad: Does Your Wanderlust Make Financial Sense?

It’s Better When You’re Older, Wiser, and Richer A lot of people contemplate retiring abroad. In college, did you dream of spending a year in Europe? Maybe you hoped to […]

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