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Steve Christenson discusses HSA Myths and Misconceptions
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Participants Need Education Before Setting a Retirement Draw Down Strategy |
“You have to be healthy to enjoy retirement to begin with. Health is the most important component. People are living longer but it’s important for them to live a healthier longer lifestyle. If you don’t then you have a lot more medical expenses in retirement. We help them plan towards a longer lifestyle so they never run out of money.”
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Pre-Retirees and Retirees Express Concerns Over Retirement Readiness |
Most are not currently consulting with a financial professional, but retirees report a moderate amount of interest and pre-retirees a high amount of interest in receiving support and education on a variety of finance-related topics.
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Some Millennial Retirement Expectations Unrealistic |
One-third say they plan to save $200,000 or less to be comfortable in retirement; they only expect to live to age 81; and very few feel they will end up in an assisted living facility, according to a survey.
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2018 PLANADVISER National Conference |
Whether you’re looking for fresh perspectives, a new provider partner or even the next adviser teammate, PANC is the place to vault your practice to the next level. New this year will be the opportunity for advisers to earn their PLANSPONSOR Retirement Professional designation while at the conference!
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Market Mirror |
Wednesday, the Dow climbed 322.79 points (1.25%) to 26,115.65, the NASDAQ gained 74.59 points (1.03%) to finish at 7,298.28, and the S&P 500 closed 26.14 points (0.94%) higher at 2,802.56. The Russell 2000 was up 13.69 points (0.87%) at 1,586.66, and the Wilshire 5000 increased 264.84 points (0.92%) to 29,047.16.
The price of the 10-year Treasury note was down 11/32, increasing its yield to 2.577%. The price of the 30-year Treasury bond decreased 12/32, bringing its yield up to 2.848%.
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