The Tools You Need For Retirement and Financial Planning

You are responsible for your financial security in retirement. It’s up to you to decide how much you need to save and what level of planning is required to meet your unique needs. Some people take a very hands-on approach. Others are more comfortable letting professionals take care of their accounts. The ABA Retirement Funds Program (the “Program”) offers a...

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Can You Make Your Money Last Throughout Retirement? Needs Versus Wants!

Ah, retirement! No more commuting, dry cleaning or deadlines. The 9-5 grind is over and you’re free to write your own life script. Sounds like fun, except that for many retirees, there is a nagging worry: running out of money. That’s the top financial concern of retirees according to the American Institute of CPAs (AICPA). It’s driven largely by rising...

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Financial Planning Assistance is Here!

Do you have confidence in your financial plan? Do you even have a plan? The latest Retirement Confidence Survey from the Employee Benefits Research Institute1 confirms that American workers today are not very confident about their retirement readiness. If you are nodding your head in agreement as you read these stats, we have some good news. New planning resources can boost your...

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