MAKING BETTER DECISIONS

Weekly we try to provide you with information that may help you in your retirement planning. Sometimes that information is obtained from studies conducted through the use of a survey. You may ask how important surveys really are. This week’s article, out of Princeton Research Associates, tells us that “Knowing what people think and do helps everyone make better decisions. Businesses can make better decisions by knowing what people want and what people do not want. Professionals, such as doctors, make better decisions because surveys provide them with critical information about what works and what does not.” Call us if

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IDENTIFY SHORTFALLS IN YOUR RETIREMENT INCOME STREAMS

This week’s article reminds us to ask the question “Now that you have created a retirement expense budget and have created a retirement income stream, how do they match up? Do you have enough retirement income to cover your monthly expenses with inflation? If so, are you comfortable with a margin of error? If not, now is the time to do something about it before it’s too late.” Call us if you would like to review your retirement budget and income stream. We’re here to help you maneuver through the difficulties of coming up with a good plan that will

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DO YOU DRIVE IN THE FAST LANE OR THE SLOW LANE?

“On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities.” This week’s article provides a questionnaire that helps to determine your risk profile. You may find this useful in deciding how much of your money you would like to put into a product where the principal is protected from market downturns. Call us when you’ve had a chance to take a look, we’d be happy

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