Financial Planning in Your 50’s

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  • Опубліковано 1 тра 2015
  • If you’re in your 50’s and haven’t saved any money for retirement, you’re not alone. Find out the key steps for 50-year olds to take in preparing for life’s big next step.
    0:31 “50% of you are going to be forced into retirement early; even though you want to work as late as you can, now’s the time to start”
    1:26 “If you’re 50 years old or you’re 55, here are the steps: you want to start right now (can I cut some spending?), then from there you can save more, manage the assets appropriately”
    1:36 “If you do not have a 401(k) plan, try to save into an IRA, or a Roth IRA, after those look into non-qualified investments or stocks or bonds…save, save, save: that’s the key”
    1:55 “There’re really four steps that you want to look at here”
    Season 2 Episode 18
    Aired 5/2/15
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    IMPORTANT DISCLOSURES:
    • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
    • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
    • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
    • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
    • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
    • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV

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