Category: retirement

Long-Term Investment Truths

Long-Term Investment Truths Key lessons for retirement savers.   Provided by Michael Fassi CLU, ChFC   You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for

Posted in Finance, Investing, retirement

A Primer for Estate Planning

A Primer for Estate Planning Things to check and double-check before you leave this world. Provided by Michael Fassi CLU, ChFC                                                                                              Estate planning is a task that people tend to put off, as any discussion of “the end” tends

Posted in estate planning, retirement

Why it is Wise to Diversify

WHY IT IS WISE TO DIVERSIFY A varied portfolio is a hallmark of a savvy investor. Provided by Michael Fassi CLU, ChFC You may be amused by the efforts of some of your friends and neighbors as they try to

Posted in Finance, retirement

Asset Location & Timing to Reduce Taxes in Retirement

Asset Location & Timing to Reduce Taxes in Retirement Read this if you want to preserve more of your nest egg & lower your tax bill. Provided by Michael Fassi CLU, ChFC   Location, location, location … It matters when

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Thinking about starting a business in retirement?

Thinking about starting a business in retirement? This Detroit Free Press article has some tips for you: http://tinyurl.com/n6p8yep

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