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More on Retirement Planning
Shoulda … Coulda …Woulda … Retirement Planning By Rick Kahler CFP® My hunch is that most people would agree they “should” invest for the future. My second hunch is that many of them don’t know how to...
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Playing with the FIRE Movement
“What do you think of the FIRE movement?” [By Rick Kahler CFP] “What do you think of the FIRE movement?” a reporter asked me recently. I told her I was ambivalent about it. The FIRE acronym in this...
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When Will You Retire?
Where Will Your Money Come From? By Rick Kahler CFP® The list is fairly short: Social Security, a pension, working, your assets, children, or public assistance. According to an April 22, 2019 Bloomberg...
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Financing LONG-TERM CARE Needs?
AGING AND RETIREMENT Long-term care (LTC) may not be the first thing individuals or couples think about as they approach retirement, but the costs for those who needs it can disrupt and derail...
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Some Retirement Statistics and Questions for Physicians
Transitioning to the End of Your Medical Career BY DR. DAVID EDWARD MARCINKO MBA CMP® SPONSOR: http://www.CertifiedMedicalPlanner.org With the PP-ACA, increased compliance regulations and higher tax...
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PHYSICIANS BEWARE: Traditional Financial Planning “Rules of Thumb”
DOCTORS AND MEDICAL PROFESSIONALS BEWARE? We ARE Different By Dr. David E. Marcinko MBA CMP® SPONSOR: http://www.CertifiedMedicalPlanner.org *** While financial planning rules of thumbs are useful to...
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Can Doctors Afford to Retire Early – TODAY?
By Staff Reporters *** You’ve got a sense of your ideal retirement age. And you’ve probably made certain plans based on that timeline. But what if you’re forced to retire sooner than you expect? Aging...
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IRS: Best States for Minimizing Taxes in Retirement
By SMART ASSET *** *** If shrinking your tax liability is high on your list of priorities, a few states stand out. The winners in the list below either have no state income tax, no tax on retirement...
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DAILY UPDATE: E.S.G. Investing is Down but Markets are Up as Marc Benioff Speaks
By Staff Reporters *** *** The US Senate passed a disapproval resolution formally killing a Department of Labor rule that encourages private retirement plan fiduciaries to consider environment, social...
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DAILY UPDATE: Business News Briefs Plus TESLA and the Markets
By Staff Reporters *** *** 1. Regional banks’ plight was Morgan Stanley’s perk. The bank saw nearly $20 billion in new client assets in the wake of the banking crisis that rocked smaller banks like...
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FAST FACTS: Retirement Income in the USA
By Staff Reporters *** *** According to the National Institute on Retirement Security, almost 40 million households have no retirement savings at all. The Employee Benefit Research Institute (EBRI)...
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QUESTION: Is $2.5 Million “Really” Enough to Retire?
By Staff Reporters *** *** Is $2.5 Million Really Enough to Retire? A retirement nest egg of $2.5 million can likely produce an annual income of $100,000 for as long as you are likely to live. This is...
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OPEN LETTER: MARCINKO Associates, Inc.
MISSION STATEMENT Open Letter from the CEO Dr. David Edward Marcinko MBA CMP http://www.MarcinkoAssociates.com ALL MEDICAL AND HEALTHCARE COLLEAGUES Did you know that at MARCINKO & Associates, all...
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OPEN LETTER: MARCINKO Associates, Inc.
MISSION STATEMENT Open Letter from the CEO Dr. David Edward Marcinko MBA CMP http://www.MarcinkoAssociates.com ALL MEDICAL AND HEALTHCARE COLLEAGUES Did you know that at MARCINKO & Associates, all...
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OPEN LETTER: MARCINKO Associates, Inc.
MISSION STATEMENT Open Letter from the CEO Dr. David Edward Marcinko MBA CMP http://www.MarcinkoAssociates.com ALL MEDICAL AND HEALTHCARE COLLEAGUES Did you know that at MARCINKO & Associates, all...
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OPEN LETTER: MARCINKO Associates, Inc.
MISSION & PHYSICIAN COACHING STATEMENT Open Letter from the CEO Dr. David Edward Marcinko MBA CMP http://www.MarcinkoAssociates.com ALL MEDICAL AND HEALTHCARE COLLEAGUES Did you know that at...
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PHYSICIANS: Books, Texts & Dictionaries
BUSINESS, FINANCE AND NON-CLINICAL ECONOMICS EDUCATION By Dr. David Edward Marcinko MBA CMP SPONSOR: http://www.MARCINKOASSOCIATES.com Academic Team of Internationally Known Contributors D. E....
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DOL: Proposes “Best Interest” Retirement Investment Advice
SPONSOR: http://www.MARCINKOASSOCIATES.com *** *** The Department of Labor’s proposal aims to close governance loopholes and require financial advisers to give retirement advice in the best interests...
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DAILY UPDATE: BoA Personal Data Breach
By Staff Reporters HAPPY PRESIDENT’S DAY 2024 The Stock and Bond Markets are Closed! *** *** READ BANK TYPES: https://marcinkoassociates.com/bank-types/ *** *** Bank of America just acknowledged that...
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Four Percent Rule VERSUS Rule of Twenty-Five
PHYSICIAN RETIREMENT PLANNING By Staff Reporters *** *** The rule of 25 is just a different way to look at another popular retirement rule, the 4% rule. It flips the equation (100/4% = 25) to...
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