Category Archives: Investing

Auto-Enroll Boosts Employee Retirement Planning by 82%

A recent AdvisorOne article using analysis from Fidelity shows that the auto-enroll feature of retirement plans increases employee participation by an astounding 82%. This feature is helping to boost retirement planning especially among the younger workforce. Fidelity cites that only … Continue reading

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Getting Back to Business

This weekend my 6 year old granddaughter and I stopped by a Wells Fargo bank branch in Annadale, VA. There we found a lobby filled with Americans happily doing, of all things, banking business. Over the course of a hour … Continue reading

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11 Things To Know About Investing In 2011 — #7: Identify Your Risk Tolerance

7.     Identify your risk tolerance. Higher returns generally come with higher risks; so you must evaluate your willingness to put your assets at greater risk against your desire for higher returns.  Consider getting some financial advice about the right risk … Continue reading

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11 Things To Know About Investing In 2011 — #6: Read And Understand The “Fine Print”

6. Read—and understand—the “fine print.” It’s your money. Make sure you know what you’re doing with it and what the risks are. Protecting your hard-earned money is worth a few minutes of reading statements or disclosures, and asking enough questions to know what you’re getting into. Continue reading

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Roundtable Core Values For Everyone For The Holidays

The Financial Services Roundtable is proud of the seven principles that make up its core values. To us, these seven – fairness, integrity, respect, responsibility, long-term stability, transparency, and community involvement – are more than just words: We and our … Continue reading

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11 Things To Know About Investing In 2011 — #5: Don’t Leave Money On The Table

5. Don’t leave money on the table. If your employer offers retirement saving matching (such as through a 401k), take it! That’s free money that can greatly increase your post-retirement “income.” Continue reading

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11 Things To Know About Investing In 2011 — #4: Slow And Steady

4. Slow and steady is great. Slowly and steadily increasing is even better. The key to reaching your investment goals is to steadily increase the capital invested. And increasing that amount—even by 1-3% of your salary—will significantly improve your savings. Continue reading

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Larry Zimpleman Tells You How To Select A Financial Advisor

Larry Zimpleman, Chairman, President and Chief Executive Officer of the Principal Financial Group, recently sat down with the Financial Services Roundtable to explain how you should select a financial advisor.  His very sound advice: The decision is not about who your … Continue reading

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11 Things To Know About Investing In 2011 — #3: End Late

3. End late. One of the most effective ways to increase your retirement savings is to work—and continue investing—for a few more years. Continue reading

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11 Things To Know About Investing In 2011 — #1: Just Do It!

1. Just do it. Most Americans cannot secure their retirement through savings mechanisms alone—particularly given how inflation will undermine them. Decide to invest your savings—make your money work for you—and start right away. Continue reading

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