Retirement Planning Blog

Answers to Frequently Asked Questions Regarding Financial Planning

No Workplace Retirement Plan? Now What?

on Sep 26, 2017 11:51:21 AM By | Mark Snyder | 0 Comments | Retirement Planning
If you haven’t done much retirement planning or saving there are several steps you can take to get your planning on track. At our office we regularly meet with clients, creating financial plans to help them reach their goals while staying within their budget. We’d be pleased to do the same for you.
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Is the Stock Market Overdue for a Correction?

on Sep 14, 2017 1:51:16 PM By | Mark Snyder | 0 Comments | Stock Market
None of us knows if or when the stock market will suffer a so-called “correction.” What we do know is that when managing your investments, look beyond the volatility of the day focusing instead on adhering to your strategy.  Continue to save, invest and maintain an investment mix that is appropriate for your time horizon, health/personal status and risk tolerance. These are the variables you can control and the most likely to determine whether you succeed at reaching your investment goals. Paper losses only become real when the security is sold and volatility is the market’s way of testing your level of commitment and courage. And volatility does not equal loss, unless you sell.
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Strategic Investing

on Aug 31, 2017 12:10:03 PM By | Mark Snyder | 0 Comments | Investment Strategy
Strategic investing, the idea sounds obvious. Shouldn’t all investing be of a strategic nature with the goal to achieve a certain objective?
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Five Easy Ways to Get Your Retirement Back on Track

on Aug 17, 2017 12:24:26 PM By | Mark Snyder | 0 Comments | Retirement Planning
Good Financial Habits, Willingness to Change Behavior Are Key The truth is, most of us have never been taught to become a millionaire. Another truth is that while the steps below cannot guarantee that you’ll become a millionaire, if regularly followed, they can improve your overall financial health and well being. And if you’ve forgotten, neglected or have just been unable to adequately prepare for your retirement or financial future, the steps below can help you to move in the right direction.
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Stocks vs. Mutual Funds, Which Is Better for You?

on Aug 3, 2017 10:51:42 AM By | Mark Snyder | 0 Comments | stocks Mutual Funds
Gone are the days when funds invested in a bank savings or money market account earned about 4% interest with virtually no risk, near instant access and little else to think about.
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How Much Do I Need to Save?

on Jun 30, 2017 11:45:34 AM By | Mark Snyder | 0 Comments | Retirement Planning
Many Americans realize the importance of saving for retirement, but knowing exactly how much they need to save is another issue altogether. With all the information available about retirement, it is sometimes difficult to decipher what is appropriate for your specific situation.
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Saving for Retirement - Mastering Retirement's 10 Steps

on Jun 29, 2017 3:23:22 PM By | Mark Snyder | 0 Comments | Retirement Planning
Should You Have a ‘Money Date’?
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Estate Preservation - How Can I Build and Preserve my Estate?

on Jun 15, 2017 11:21:42 AM By | Mark Snyder | 0 Comments | Estate Planning
When did you last review your estate plan? If the answer is when you first signed the stack of documents at your attorney’s office or don’t remember, it may be time to revisit it. Many of us complete an estate plan and then fail to revisit it for years (and some never do).
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What the Fiduciary Rule Means to You

on Jun 8, 2017 12:54:05 PM By | Mark Snyder | 0 Comments | Fiduciary
Is the person managing your money a fiduciary? You have a right to know this information. Your long-term financial goals are at the center of each financial-planning decision we make. In fact, we encourage all financial professionals to exercise the same level of care and to follow the same stringent guidelines that we do.
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New York 529 Lesson Plan: High Scores for 529 College Savings Program

on Jun 2, 2017 11:00:00 AM By | Mark Snyder | 0 Comments | 529
Looking for a tax-advantaged college savings plan that has no age restrictions and no income phaseout limits — and one you can use to pay for more than just tuition?
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