Posts tagged Asset Allocation
Planning for Life in a Retirement Community—Things To Consider

Given the high demand of retirement communities, which can include independent living and assisted living alternatives, many are taking a proactive approach in evaluating and moving into these communities—prior to health changes that could warrant the necessity to move in

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A Lesson In Investing History: How Will You Respond Next Time?

In our office, we celebrated privately the passing of the four year anniversary of what would be a 13 year stock market low point.That’s right, it has already been four years since March 9, 2009 when the S&P 500 Index closed at 676—a level last seen in the summer of 1996. As of the date of this article, the S&P 500 Index has surpassed its all-time high of 1565, which was achieved in October 2007!

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Planning for Retirement and Increasing Life Expectancies

Let’s face it, seniors today are healthier, more active and are likely to have longer lives. So what are the financial implications for retirees who will likely live well into their 80s and possibly their 90s? We believe that from a financial standpoint, retirees need to make financial planning decisions that reflect the high probability that they will live longer. Here are a few recommendations to consider.

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