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President-Elect Biden’s Retirement Agenda

President-Elect Biden’s Retirement Agenda

As the United States makes the transition from the Trump presidency into President-elect Biden’s administration, it is important that investors in or near retirement take a close look at the President-elect’s policy proposals as they relate to retirement saving. Adjustments to the U.S. tax code and ...

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Dow Jones 30K

The Dow Jones Hit 30k: Now What?

After the Dow Jones Industrial Average closed at a record high of 29,950 on February 12th, 2020, the index experienced its fastest crash in history, dropping nearly 11,000 points from February 20th to March 23rd. Concerns about the COVID-19 pandemic, nationwide busin...

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Are More Shutdowns on the Way? What it Could Mean for Your Retirement

Are More Shutdowns on the Way? What it Could Mean for Your Retirement

When the World Health Organization declared COVID-19 a global pandemic back in March, government officials across the globe scrambled to find ways to prevent the spread of this deadly virus. To address the situation, officials decided that lockdown measures would be a good way to discourage large ga...

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Accumulation Phase vs. Retirement Phase: What’s the Difference?

Accumulation Phase vs. Retirement Phase: What’s the Difference?

When saving for retirement, your age should dictate the aggressiveness of your investment strategy, but regardless of how high (or low) your number is, you will fall into one of two distinct investment phases — the accumulation phase and the retirement phase. Depending on which phase you’re in, it m...

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crashproof retirement system

Crash Proof Retirement ® Recognized During Pandemic

KING OF PRUSSIA, Pennsylvania — Consumers praised Founder Phil Cannella, CEO Joann Small, and their team at Crash Proof Retirement ® for their many years of consumer advocacy and their unwavering effort to educate consumers about ways to protect their retirement savings from uncertain...

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why americans are failing at retirement

Americans Are Failing at Retirement

The United States is facing a retirement crisis that has been brewing for decades. While there are several factors that contribute to this growing problem, the underlying issue is a general lack of education and preparedness for retirement. Thousands of Americans reach retirement age every single da...

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stimulus and the stock market

COVID Vaccines, Stimulus Packages, and the Stock Market Roller Coaster

Since the World Health Organization declared COVID-19 a global pandemic back in March, people around the world have been waiting with bated breath for news that a vaccine is forthcoming. In the U.S., we’re also wondering when — or if — we will get another economic stimulus package like the CARES Act...

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2020 election tax plans

How Will the 2020 Election Affect Your Retirement?

Election Day is right around the corner and depending on the outcome, big changes could be made to how Americans plan for retirement. Both candidates running for president have proposed changes to the tax code, which could have major repercussions for retirement investments, the performance of the s...

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COVID Impact on Annuities

COVID’s Impact on Annuities

Annuity products boomed in 2018 and continued to perform well in 2019, but surveys and analysis from the first half of 2020 showed the sales of annuity products on a decline, and the lack of investor education may be to blame. Conventional wisdom suggests that in times of economic volatility and unc...

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covid proves LTC is a must

COVID Pandemic Highlights the Need for Long-Term Care

Long-Term Care protections gained in popularity at the beginning of 2020 as the Federal Government passed the SECURE Act into law which had drastic implications for IRA and 401(k) accounts. With the elimination of the stretch IRA and new liquidity rules for beneficiaries, investors looked for differ...

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