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Preparing for retirement means building a nest egg that will sustain your lifestyle long after you decide to stop working. It can be a daunting task if you only consider your investment portfolio and other sources of income, such as Social Security, while overlooking another important asset: the equity you have in your home.
While saving for a retirement is an important topic, it’s at least as important as what comes next: Your plan of action once you enter retirement.
Consider these strategies to help you reduce your taxable income, generate tax-advantaged growth potential in your retirement accounts and keep more of what you’ve worked so hard to save.
If you have poured years—maybe even decades—of your life into building a business, the time to sell may come with mixed emotions. Considering what comes next can seem daunting.
Successful family businesses establish a shared mission and succession plan to endure for generations to come.
“A bad sequence of returns in your portfolio could force you into having to spend less in retirement to avoid depleting your nest egg too quickly,” explains Joe Toledano, Managing Director, Head of Insured Solutions, Morgan Stanley Wealth Management.
Many companies provide some form of incentive compensation as part of their overall compensation package. For 2023, 48% of employers are planning higher year-over-year salary increase budgets, with a median raise of 4% across all employee categories, according to the Annual National Salary Budget Survey from Salary.com, a compensation data and analytics firm. 1 Some companies may also offer ...
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Not all financial companies are the same, we offer a comprehensive approach to advice. We are committed to serving clients like you, our advisors may offer a new perspective.
