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Retirement Planning Blog

Answers to Frequently Asked Questions Regarding Financial Planning

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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The Benefits of an Actively Managed Portfolio

on May 30, 2017 2:00:00 PM By | Mark Snyder | 0 Comments | Investment Strategy
Now Is No Time to Be ‘Passive’ Being “passive” implies sitting back and, for better or worse, letting fate run its course. Is that any way to handle your finances? By its very nature, virtually doing nothing and letting your account rise and fall with the sways of the market may be one of your greatest risks of all – especially as you get closer to retirement.
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Should I Rollover my 401k to a Roth IRA?

on May 18, 2017 2:00:00 PM By | Mark Snyder | 0 Comments |
Simple Moves = Potential Benefits A 401(k) plan can be a great way to save for your financial future, especially if you have recently changed jobs, are planning to retire relatively soon, or have already retired. In any event, be cautious about making any 401(k) decisions and always speak with an independent financial advisor to examine all of your options before going ahead.
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Plan Your Retirement Before You Retire

on May 10, 2017 12:00:00 PM By | Mark Snyder | 0 Comments | Retirement Planning
Today, retirement is sometimes called your “second act,” and preparing for a successful second act requires planning. It is generally advisable to begin your retirement planning early – typically the earlier the better – and while many people avoid retirement planning because they view it as a complicated group of challenges, it is generally nothing that cannot be overcome with proper planning.
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Health Insurance for Travelers

on May 5, 2017 12:02:52 PM By | Mark Snyder | 0 Comments | Health Insurance
You were having a great time on your vacation--until your toddler woke up from her nap with a fever. If you were at home, you'd take her to the pediatrician right away and rely on your health insurance to pay for her care. But what do you do now that you are miles away? Here are some things you need to know about health insurance for travelers.
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Evaluating an Early Retirement Offer

on Mar 22, 2017 9:10:36 AM By | Mark Snyder | 0 Comments | Retirement Planning
In today's corporate environment, cost cutting, restructuring, and downsizing are the norm, and many employers are offering their employees early retirement packages. But how do you know if the seemingly attractive offer you've received is a good one? By evaluating it carefully to make sure that the offer fits your needs.
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Asset Preservation | An Introduction to Estate Planning

on Mar 21, 2017 11:45:29 PM By | Mark Snyder | 0 Comments | Estate Planning
By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you'll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you'll need to use more sophisticated techniques in your estate plan, such as a trust.
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