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Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.March 25
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Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.March 23
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Plan sponsors should realize that now is the time to act and acknowledge that participants, many of whom are unknowingly in heavy equity allocations, will jump out as we hit more realistic volatility cycles.March 19
Co-founderPrime Capital Investment Advisors
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Clients are advised to keep some of their savings in cash and focus on their long-term prospects.March 17
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“It's really important for employees to know where they’re at with investments, and that employers educate them so that they don't make rash decisions,” says Tara Mashack-Behney, president of retirement plan consulting firm Conrad Siegel.March 16
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“Find ways to generate income,” says one financial planner.March 11
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While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.March 10
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Aside from refinancing, retirees are advised to consider downsizing their homes to reduce overall spending.March 4
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To start, these clients are advised to start saving as early and contribute enough to their 401(k)s to qualify for their employer's matching contribution.March 3
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With hardworking African-American and Hispanic workers far more likely to cash out than other participants, our nation has a serious retirement-saving crisis on its hands.March 2
President and CEORetirement Clearinghouse
