by @tlwealth | Jan 19, 2017 | financial planning, investing, retirement
A way to “sweeten the pot” and retain executives and managers. Provided by Peter Miralles, CFP®CIMA®CLU To retain key employees, make their jobs too good to leave. Arrange “golden handcuffs” agreements with key managers to reward loyalty and promote retention. A...
by @tlwealth | Jan 17, 2017 | financial planning, financial services, investing, retirement, US economy
Is this age group preparing adequately for the future? Provided by Peter Miralles, CFP®CIMA®CLU How would you guess Gen X is faring when it comes to retirement saving? Americans born between 1965 and 1980 are approaching what should be their peak income years, and...
by @tlwealth | Jan 5, 2017 | financial planning, financial services, Insurance, investing, retirement, US economy
Some costs could rise, fall or even disappear. Provided by Peter Miralles, CFP®CIMA®CLU Your retirement may seem near at hand or far away, but one thing is certain: your future will differ from your present. Financially, that fact is worth remembering. Some of the...
by @tlwealth | Sep 27, 2016 | financial planning, financial services, independent financial services, investing, retirement
Saving is a great start, but planning to reach your financial goals is even better. Provided by Peter Miralles, CFP®CIMA®CLU Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range...
by @tlwealth | Jun 8, 2016 | financial planning, financial services, investing, retirement, US economy
Some retirees save a great deal of money by doing so; others do not. Provided by Peter Miralles, CFP®CIMA®CLU You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen. Should you retire and...
