Financial Planning

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Asked by Jane
Answered by John Carlson
President, Carlson Wealth Management in San Diego, CA
Unless you've reached your retirement goal you should want to continue to grow the value of your investments, however, as you get closer to retirement it becomes more ...
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Asked by joanne6093
Answered by Darius Slade
Health Services & Management in Richland, WA
Hi Joanne, spousal benefits under social security may be up to 50% of the primary insured amount or PIA of an eligible worker. PIA is a calculated dollar amount based ...
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Asked by mkmimi
Answered by Donald Laymon
Financial Adviser in Bonaire, GA
A 702j retirement plan is a retirement strategy that uses a life insurance contract to fund retirement. These are also sometimes referred to as Life Insurance Retireme...
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Asked by Jonathan
Answered by Alberto Foster
Insurance Representative in Bethesda, MD
That depends on where you are in your working life cycle. You two should be saving 7-10%.
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