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Deciding When to Retire: When Timing Becomes Critical

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only your anticipated expenses, but also what sources of retirement income you'll have and how long you'll need your retirement savings to last. You'll need to take into account your life expectancy and health as well as when you want to start receiving Social Security or pension benefits, and when you'll start to tap your retirement savings.

Market Commentary 3Q 2020

In our commitment to provide ongoing communication and leadership, we are sharing with you the outcomes of our most recent economic committee meeting for the Freedom Capital Management Strategies®.  This quarterly update provides insight from our economic committee's findings on the macro-economic environment.

This report is available in both video and print formats.

 

A Closer Look At Retiree Confidence in 2020

Alec Knight, CFPAt any given point in time, retiree confidence is an important measurement. People want to know that they will have the funds they need to live comfortably when it comes time to retire and that their healthcare needs will be met. In light of the current pandemic and accompanying economic downturn, retiree confidence has shifted.

Retiree Confidence Drops in 2020, As Some Workers Worry

The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020.

How Do Elections Impact Financial Markets?

Do elections impact markets? What are the implications for investors? These questions and more are addressed in this special report rom Freedom Capital Management Strategies®. 

Download and read The Elections and Market Report

How To Balance School Re-Openings and COVID-19 Workplace Leave: FAQs For Employers

by Paul J. Brooks – September 9, 2020

Schools reopeningSchools have announced their re-opening plans, which vary widely across states and localities. Some schools plan to remain open several days a week and direct students to attend remotely the other days.

Families First Coronavirus Response Act (FFCRA) FAQs - Updated September 2, 2020

As the news of the Coronavirus (COVID-19) continues to grow, it is our goal to keep you informed of all updates as they pertain to you, your teams, and your organization.

Families First Coronavirus Response Act (FFCRA) FAQs - Updated September 16, 2020

As the news of the Coronavirus (COVID-19) continues to grow, it is our goal to keep you informed of all updates as they pertain to you, your teams, and your organization.

Adapting Your Employer Sponsored Benefit and Program Strategies Amid COVID-19

Most business owners and leaders find themselves in uncharted waters as they attempt to rebuild their businesses and teams from the impacts of the COVID-19 pandemic. 

Families First Coronavirus Response Act (FFCRA) FAQs - Updated July, 2020

As the news of the Coronavirus (COVID-19) continues to grow, it is our goal to keep you informed of all updates as they pertain to you, your teams, and your organization.