Monthly Archives November 2018

Should You Take that Early Retirement Offer?

In 2017, US companies offered early retirement, or “buyouts”, to nearly 5,000 employees. That number has lagged this year, but some analysts predict a surge of buyout options during the fourth quarter and continuing into the near future. If you’re age 55 or older, you could be offered an early retirement buyout at some point in the next few years… But should you take it? An early retirement can appear tempting, but make sure you’ve asked yourself the following questions: Where will my money come from? Without a regular paycheck, you have to generate income somehow. You won’t be eligible
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Categories: Blog.
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Smart Moves to Make with a Year-End Bonus

Now that Halloween is wrapped up and the end of the year approaches, things will start to get busy for most of us. If a year-end bonus falls into your lap, what would you do with it? One principle of behavioral finance is that we tend to follow through on plans we’ve made for money, before it is received. In other words, if you anticipate a potential windfall now, and create a strategy to put the money to good use, you’re less likely to give in to impulse spending and miss out on a valuable opportunity. So, what are some
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Categories: Blog.
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