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Top 10 Ways To Prepare For Retirement
  1. Know your retirement needs
  2. Find out about your Social Security benefits
  3. Learn about your employer`s pension or profit sharing plan
  4. Contribute to a tax-sheltered savings plan
  5. Ask your employer to start a plan
  6. Put money into a Individual Retirement Account
  7. Don`t touch your retirement savings
  8. Start now, set goals, and stick to them
  9. Consider basic investment principles
  10. Ask questions


Contact our financial experts today. We would be more than happy to answer all of your questions.


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Most Americans spend more time planning for a two-week vacation than planning for retirement.
American Savings Education Council, 2001

Newsletters
Will you outlive your retirement income? How much liability insurance should you have? Should you add stocks to your portfolio? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics to the side to read the article in its entirety.


May
  • Define Your Own Benefits
  • Where Will You Roll?
  • In a Category All Its Own
  • New Lease on Life
  • Go Green, But with Care
  • April

  • Manage Your Tax Burden
  • Conserve Your Estate
  • More Reasons to Convert
  • The Cost of Care
  • Fuel for the Economy
  • What Would Warren Do?
  • March

  • Should Your Portfolio Have a Conscience?
  • Six Times More Likely
  • The World Is Your Oyster
  • The Consumer Price Index and You
  • Weather: It Matters
  • Take Advantage of Temporary Tax Laws
  • February

  • A Grand New Contribution
  • Mutual Fund Mastery
  • Living Comes with Guarantees
  • The Trouble with Timing
  • Election Year Antics
  • Retirement, Boomer Style
  • January

  • Happy Birthdays?
  • Betting Your Life on Low Coverage
  • Regain Your Individuality
  • You’ve Sold It: What’s Next?
  • Inflation Could Make a Comeback
  • December

  • Life Insurance Goes to College
  • World of Opportunity
  • Money and the Battle of the Sexes
  • Giving for the Greater Good
  • An ILIT Might Fit
  • Oil's Above-Ground Problems
  • November

  • Free to Retire
  • Lock in Today’s Tax Rates
  • Diversify and Conquer
  • Develop a Life Plan
  • Poverty and the Modern Millionaire
  • Sorting Long-Term-Care Myth from Fact
  • October

  • His and Her Uncertainty
  • The High Cost of Low Coverage
  • Hand-Me-Down Dollars
  • Estimate the Cost of College
  • A Retirement Plan for One
  • Dollar Doldrums or Delight?
  • September

  • Tolerating Risk
  • Score Your Credit Knowledge
  • Join the Millionaire Club
  • Shelter from the Storm
  • IPO Trends
  • Understanding the Credit Crunch
  • August

  • Reasons to Roll
  • Social Security Quiz
  • Chasing Hot Performers
  • Afraid of Outliving Your Income?
  • Which Way to Payday?
  • Dow Know-How
  • July

  • Update Time
  • Finally, It’s For Keeps
  • The Savings Scare That Wasn’t
  • Check Your Credit Score
  • The Health-Care Squeeze
  • Eye on Private Equity
  • June

  • Retirement Reality Check
  • Mutual Fund Comeback