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3 things your 401(k) needs to have.

May 14, 2015 / 9:00 am
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A 401(k) is like any other pension plan when it comes to utilizing some friendly advice. Here are a few tips to remember when you start your new savings strategy: 1. Establish a mandatory savings goal each month for retirement. Many investors don’t know what the maximum allowable 401(k) contribution is. It is easy to look up, or you can …

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Wealth management tips from a Deerfield financial advisor.

May 12, 2015 / 9:00 am
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First and foremost, good wealth management starts with a good wealth manager — someone who is actively involved in all stages of your retirement planning. It is most beneficial to start planning pre-retirement, so an investment profile can be moved from more aggressive investments early on to more moderate and very stable investments as retirement draws near. Yet asset allocation …

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