Wednesday, October 5, 2022
Home Tags Retirement planning

Tag: retirement planning

People’s United Advisors, citing recent turmoil, urges wealth management updates

"We view financial planning as a process that goes way beyond just investments," said People's United Advisors' Zuzana K. Brochu.

Westport money manager launches Center for Retirement and Investment Planning

Vern Hayden, who specializes in working with people near or in retirement, was with Hayden Wealth Management for 30 years.

Financial adviser Lawrence Ganim authors book on retirement planning for entrepreneurs

Ganim sought to keep “Designed Destinations: Entrepreneurs Guide to a Successful Business Sale or Transfer" at a user-friendly 160 pages.

Barnum Financial alliance brings artificial intelligence to 401(k) planning

Shelton-based Barnum will offer the human element, while Dream Forward will supply the tech element.

Column: Top 10 investment tips for 2016

Start now to be more financially healthy and wealthy in the new year.

Column: Thinking retirement at any age

Options can vary; millennials and middle-aged workers have different needs.

Rethinking retirement and succession plans

According to one survey, 36 percent of Americans say that they don’t contribute anything at all to retirement savings. According to another recent survey, 24 percent of American workers say that they have postponed their planned retirement age at some point during the past year.

Financial planner takes integrated approach

Palisades Hudson Financial Group, which has grown from one person to 21 in 20 years, looks at the big picture when it comes to managing finances.