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Month: November 2019

November 27, 2019March 12, 2020 by keystonecv

The Do’s and Don’ts of Retirement Planning

Retirement is one of the most important life stages a person will go through, and with people living longer, the need to properly plan for retirement is critical. This can be a daunting undertaking. In this show, we’ll look at some key points that can help get you on the right track to planning a… Read More

Retirement Roadmap, The Purpose Driven Retirement Show Leave a comment
November 26, 2019 by keystonecv

Retirement Planning During Changing Times

Retirement Planning During Changing Times

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth to five children in her lifetime; by 2017, that ratio had dropped to 2.4 children per woman. Meanwhile, our life expectancy has increased around the… Read More

Life, Retirement Roadmap Leave a comment
November 18, 2019 by keystonecv

Year-End Tax Considerations

Year-End Tax Considerations in Retirement

Now that we’re in the fourth quarter, it’s time to think about what you can do to help minimize your liabilities for the 2019 tax season and position finances for next year. The following is a sample of the usual methods. However, if you’d like us to take a more personalized, comprehensive approach, we’d be… Read More

Finance, Taxes Leave a comment
November 12, 2019 by keystonecv

Small-Business Growth Has Economic Benefits

Small Business Growth Has Economic Benefits

A promising way to jumpstart the U.S. economy is by helping more entrepreneurs establish their own businesses. The 30.2 million U.S. small businesses represent 99.9 percent of all businesses in this country. They employ nearly half (47.5 percent) of America’s total workforce.1 If you need further proof that small businesses can provide an economic boost,… Read More

Uncategorized Leave a comment
November 5, 2019November 5, 2019 by keystonecv

Generational Differences in Handling Money

Generational Differences in Handling Money

The baby boom generation is the demographic engine that has driven U.S. economic growth over the past 50 years. But now, as boomers work less, spend less, retire and draw on retirement funds, that baton is being handed over to Generation X and millennials. The economy is fueled by consumer spending, so the people who… Read More

Life Leave a comment
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