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WHAT HAPPENS WHEN THERE ARE NO BENEFICIARIES
WHAT HAPPENS WHEN THERE ARE NO BENEFICIARIESWhere do those accounts and policies end up?Provided by Kenneth HagelSome accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an...
Read MoreSHOULD WE RECONSIDER WHAT “RETIREMENT” MEANS?
Should We Reconsider What “Retirement” Means?The notion that we separate from work in our sixties may have to go.Provided by Kenneth HagelAn executive transitions into a consulting role at age 62 and stops working...
Read MoreHOW MARKET CYCLES CAN IMPACT RETIREMENTS
Sequence of returns can play a role in your overall portfolio.Provided by Kenneth HagelA thoughtful retirement strategy may help you pursue your many retirement goals. That strategy must consider many factors, and here are just a few:...
Read MoreCREATING A RETIREMENT STRATEGY
Most people just invest for the future. You have a chance to do more.Provided by Kenneth HagelAcross the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may...
Read MoreCOUPLES RETIRING ON THE SAME PAGE
Agreeing about what you want from retirement is crucial.Provided by Kenneth HagelWhat does a good retirement look like to you? Does it resemble the retirement that your spouse or partner has in mind? It is at least roughly similar?The...
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WHY DON’T ALL AFFLUENT PEOPLE BECOME WEALTHY?
Perception, hesitation, & poor decisions are factors.Provided by Kenneth HagelWhy do some people let their potential for lifetime wealth slip away? Some people are better off economically at 30 or 40 than they are at 50 or 60. In some...
Read MoreRETIREMENT PREPARATION MISTAKES
Why are they made again and again?Provided by Kenneth HagelMuch is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial...
Read MoreANNUAL FINANCIAL TO-DO LIST
Things you can do for your future as the year unfolds.Provided by Kenneth HagelWhat financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or...
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