Success
APRIL 10, 2023
Although it might sound tedious, dedicating a little time to checking in on your bank statements, confirming you’re saving enough for retirement and reviewing the financial goals from the beginning of the year can help ensure you are on the right track. It also gives you time to make corrections if needed.
Allwork
MAY 12, 2024
Employers offering a range of financial support options — such as retirement planning workshops, debt management counseling, and savings incentive programs — can lead to a more stable, productive, and health-conscious workforce. businesses approximately $40 billion in lost productivity in 2022 alone. Here are some options: 1.Retirement
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Success
OCTOBER 31, 2022
The rate of inflation, or measure of price increases, hit the highest level in more than 40 years in 2022. Inflation likely peaked in 2022, but will probably come down only gradually in 2023—and may not get back to pre-pandemic levels by year-end, Horneman says. Consider 2022: The S&P 500, a benchmark for the U.S.
Success
OCTOBER 19, 2022
Things like health care, retirement benefits and tax considerations should all be factored in. If a job description doesn’t clearly outline the daily, weekly and long-term goals—plus how those roll into larger organizational goals—both parties will leave frustrated. Clear expectations. Photos by Shutterstock.
Success
JUNE 12, 2022
Listen to this week’s episode of the rich & REGULAR podcast about our new book, Cashing Out , available on June 14, 2022, and keep reading for some thoughts about developing a strategic plan to cash out of your job on your terms. Include balances of your non-retirement accounts and other assets. Think strategically.
Success
JULY 4, 2022
According to a 2022 survey by Deloitte, 36% of millennials and 29% of Gen Z cited “cost of living” as their greatest concern. advises you to write a list of financial and lifestyle goals. Separate your goals into five, 10 and even 20-year plans based on your determined spending and saving habits. Retired professor Timothy G.
Success
DECEMBER 28, 2021
Depending on your goals and financial situation , you may consider allocating a few percentage points of your portfolio to some of the riskier, more volatile investments, with the remainder in more proven, stable investments. This article originally appeared in the January/February 2022 Issue of SUCCESS magazine.
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