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Investment Planning - The Retirement Engineer
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Why are Financial Advisors in Alphabet Soup? In the financial services industry there are so many designations it is hard to keep track, and it’s especially hard to figure out whether the Three Letter Acronym is a well-recognized indication of a skilled professional, or a 2 hour multiple choice test that means nothing. Thinking Outside The Box 2 Cases for Innovation in Wealth Management. Sell in May and Go Away? What Do Apple’s Earnings Mean to Us? Want to Live Longer? SIPS Retirement Planning System.
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Financial Planning Archives - The Retirement Engineer
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What Should I Do About My Pension? August 17, 2016. By The Retirement Engineer. Bull; 0 Comments. IMPORTANT ANNOUNCEMENT ABOUT YOUR PENSION! Pensions are a really valuable component of your retirement plan. Traditionally, they were part of the compensation package offered by every great company and every public service job. That combined with your Social Security and interest from your Savings Plan and you had an excellent chance of retiring with enough. Filed Under: Financial Planning. March 4, 2015.
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Financial Planning - The Retirement Engineer
http://retirementengineer.net/blog/financial-planning
Why are Financial Advisors in Alphabet Soup? In the financial services industry there are so many designations it is hard to keep track, and it’s especially hard to figure out whether the Three Letter Acronym is a well-recognized indication of a skilled professional, or a 2 hour multiple choice test that means nothing. Creating Value: Roadmap to Success. SIPS Retirement Planning System. Add widgets to this sidebar in the Widgets panel. Under Appearance in the WordPress Admin.
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Estate Planning - The Retirement Engineer
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The 7 things you need to know about Life Insurance and Long Term Care. When it comes to the single biggest reason that Americans over the age of 65 declare bankruptcy, financial planners would be inundated with questions about how to protect against this almost certain reality a medical care situation. SIPS Retirement Planning System. Add widgets to this sidebar in the Widgets panel. Under Appearance in the WordPress Admin.
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Maximize Your Retirement Income Social Security Optimization
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Case 6 Social Security Optimization. February 18, 2015. By The Retirement Engineer. Bull; 0 Comments. Case Six: Social Security Optimization. Try convincing a retiree he needs to hold off on collecting social security benefits. This was the adventure I recently went on with John and Kathy. We continued to run scenarios using the system, highlighting different investment tools for his pension. Each scenario would extend their. To add fuel to the fire, because Kathy was younger, the couple was extremely wo...
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Advisors - The Retirement Engineer
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James Gallagher, The Retirement Engineer,. The SIPS Retirement Planning System. By Stuart Software Solutions is quickly becoming the industry standard in income planning software. Designed with the advisor and client in mind, this system opens up the lines of communication and places an emphasis on real financial planning. Top advisors across the country are now using the SIPS Retirement Planning System and experiencing dramatic growth in their financial practices. Will I run out of Money? This is the pr...
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Case 7 Investment Philosophy
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Case 7 The Investment Philosophy. February 25, 2015. By The Retirement Engineer. Bull; 0 Comments. Since the decline of pension plans, financial planning has gotten much more complicated. There are many factors that need to be taken into consideration and all of these elements can be very confusing. In the beginning of my career as a financial advisor, there were several cases where I had to ask myself, What in the world is going on here? For more information about incorporating the Investment Philosophy...
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Personal Finance Archives - The Retirement Engineer
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What Should I Do About My Pension? August 17, 2016. By The Retirement Engineer. Bull; 0 Comments. IMPORTANT ANNOUNCEMENT ABOUT YOUR PENSION! Pensions are a really valuable component of your retirement plan. Traditionally, they were part of the compensation package offered by every great company and every public service job. That combined with your Social Security and interest from your Savings Plan and you had an excellent chance of retiring with enough. Filed Under: Financial Planning. March 4, 2015.
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The Retirement Engineer - Page 2 of 5 - Rethink Your Retirement
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Case 6 Social Security Optimization. February 18, 2015. By The Retirement Engineer. Bull; 0 Comments. Case Six: Social Security Optimization Want a challenge? Try convincing a retiree he needs to hold off on collecting social security benefits. This was the adventure I recently went on with John and Kathy. John was a hard-working man who was being pushed into early retirement at the age of 63. His wife, Kathy, was. Filed Under: Financial Planning. Case Five: Inflation and Taxes. February 11, 2015.
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Tax Planning - The Retirement Engineer
http://retirementengineer.net/blog/tax-planning
Want to Live Longer? An annuity is a financial instrument you buy (exactly like a pension) that pays off a set amount each year but only as long as you stay alive. Steve Dubner of Freakonomic fame calls it the longevity lotto . New Tax Credits The Bottom Line on the Affordable Care Act. So what’s hidden deep in this program that we can put to work for you? A close analysis of your income levels and a thorough understanding of how to use the Health Care Marketplace to our advantage and we create a plan.
