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retirement income Archives - Lawrence B Tate
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A Big Picture Look at Retirement, Savings and Investments. Retirement Income Strategy – Case Study. We meet with people who come from a wide variety of backgrounds, different careers, and various goals for their life and differing amounts of money to help pursue those goals. The one thing we hear from almost everyone is this;. Please help me set up a strategy to spend my retirement dollars in an appropriate manner so I don’t outlive my money. Putting some money into a joint fixed annuity with an optional...
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s&p 500 Archives - Lawrence B Tate
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A Big Picture Look at Retirement, Savings and Investments. Is Stock Market Volatility a Bad Thing or a Good Thing? Spoiler alert it’s a good thing. There, I just saved you a few minutes of reading. : ). Let’s look at history to show this I will reference the S&P 500 index as my proxy for the market . There have been thirteen bear markets with an average decline of 30% since the end of World War II [1]. Earnings are up nearly 105 times over that same time frame. There has been a 15%-20% decline on an aver...
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retirement strategies Archives - Lawrence B Tate
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A Big Picture Look at Retirement, Savings and Investments. 6 Key Questions Every Retiree MUST Answer. RETIREMENT: READY OR NOT. A Reality Check for Those Retired or Close To It. The clock is ticking. Baby boomers are getting within a 9 iron of their golden years. Most have finally come to grips with the fact that despite the ideal retirement pictured in glossy brochures and commercials that retirement for most won’t be close to what they envisioned in their earlier years. Question 2: Do you know which on...
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stock market Archives - Lawrence B Tate
http://lawrencebtate.com/category/stock-market
A Big Picture Look at Retirement, Savings and Investments. Retirement Plan vs. Retirement Income Plan. One of the questions I am asked the most lately is what is the difference between a retirement plan and a retirement income plan? In my practice, I define retirement plan. When someone is close to or at retirement, then we start talking retirement income plan. I define “retirement income plan. There are many other things that go into setting up a retirement income plan such as cash flow, debt management...
lawrencebtate.com
Retirement Income Archives - Lawrence B Tate
http://lawrencebtate.com/category/retirement-income
A Big Picture Look at Retirement, Savings and Investments. Retirement Plan vs. Retirement Income Plan. One of the questions I am asked the most lately is what is the difference between a retirement plan and a retirement income plan? In my practice, I define retirement plan. When someone is close to or at retirement, then we start talking retirement income plan. I define “retirement income plan. There are many other things that go into setting up a retirement income plan such as cash flow, debt management...
lawrencebtate.com
Uncategorized Archives - Lawrence B Tate
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A Big Picture Look at Retirement, Savings and Investments. Step 3 – Where should I save for retirement? What financial vehicles could I use to work on building that nest egg in a tax-efficient way? Thrift Savings Plan (TSP). Cash Value Life Insurance. Please keep in mind that investments will fluctuate and may be worth more or less than originally invested. And final step, look for my next post –. Step 4 Meeting my retirement goals. March 25, 2015. May 19, 2015. Should we pay off our house? Many people a...
lawrencebtate.com
Retirement Plan Archives - Lawrence B Tate
http://lawrencebtate.com/category/retirement-plan
A Big Picture Look at Retirement, Savings and Investments. Retirement Plan vs. Retirement Income Plan. One of the questions I am asked the most lately is what is the difference between a retirement plan and a retirement income plan? In my practice, I define retirement plan. When someone is close to or at retirement, then we start talking retirement income plan. I define “retirement income plan. There are many other things that go into setting up a retirement income plan such as cash flow, debt management...
lawrencebtate.com
medicare Archives - Lawrence B Tate
http://lawrencebtate.com/tag/medicare
A Big Picture Look at Retirement, Savings and Investments. 6 Key Questions Every Retiree MUST Answer. RETIREMENT: READY OR NOT. A Reality Check for Those Retired or Close To It. The clock is ticking. Baby boomers are getting within a 9 iron of their golden years. Most have finally come to grips with the fact that despite the ideal retirement pictured in glossy brochures and commercials that retirement for most won’t be close to what they envisioned in their earlier years. Question 2: Do you know which on...
lawrencebtate.com
6 Key Questions Every Retiree MUST Answer - Lawrence B Tate
http://lawrencebtate.com/6-key-questions-every-retiree-must-answer-2
A Big Picture Look at Retirement, Savings and Investments. 6 Key Questions Every Retiree MUST Answer. RETIREMENT: READY OR NOT. A Reality Check for Those Retired or Close To It. The clock is ticking. Baby boomers are getting within a 9 iron of their golden years. Most have finally come to grips with the fact that despite the ideal retirement pictured in glossy brochures and commercials that retirement for most won’t be close to what they envisioned in their earlier years. Question 2: Do you know which on...
lawrencebtate.com
investing Archives - Lawrence B Tate
http://lawrencebtate.com/tag/investing
A Big Picture Look at Retirement, Savings and Investments. The 3 Keys to Successful Retirement Preparation. The very first question you need to ask yourself when you decide to retire is, What will it cost to continue to live the lifestyle I am accustomed to and WANT for the rest of my life? That may seem like a difficult question to answer, and it can be if you don’t go about it the right way. Where is the income going to come from? A Source of Income to Cover Expenses. A Strategy for Inflation. Which yo...
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