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The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a year ago.
For employees who have stocks vesting in the near term, consider carefully what your holistic financial plan indicates you should do.
Cloud-computing companies have been a clear beneficiary of the stay-at-home and social distancing measures to help combat the spread of the virus.
Clients are advised to keep some of their savings in cash and focus on their long-term prospects.
“Find ways to generate income,” says one financial planner.
While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.
“It is really as important for plans to get people thinking about income rather than just accumulation,” an expert says.
Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.
These programs can be great retention tools that help employees add to their retirement savings.
Administrators can improve their year-end process to wrap up outstanding dispositions and plan for tax season.
Workers, 35 and under, view stock plan benefits differently than older generations, and want greater participation in companies’ growth potential.
With steep competition for talent, it’s important clients think outside the conventional benefits packages to help their workforce build retirement savings.
With steep competition for talent, it’s important to think outside the conventional benefits packages to help your workforce build retirement savings.
The stock market typically recovers from bear markets in far less time than most doom-and-gloomers think, says an expert.
Many workers overlook the importance of diversification, but employers have tools to guide them in a better direction — including financial wellness programs.
Benefits are meant to replace just 40% of preretirement income, so many retirees should consider creating new income sources, such as running a small business or renting out a property.
This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.
There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security instead of claiming benefits at 65 when Medicare kicks in.
The years between 60 and 70 present a great opportunity for seniors to make moves to protect their retirement savings.
Clients should turn to their own timeline before making any changes to their portfolio during a market correction.
