Retirement In Sight

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News and information for current and future retirees Offered by T. Lloyd Worth, Worth Financial Partners A Retirement Plan… or a College Plan? Some parents feel they should pay for all or part of their children’s college education. They make it a financial priority and put saving for retirement further down on their to-do list…. Read more »

The Current CD Quandary

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Economists thought inflation would pick up. Guess again. Offered by T. Lloyd Worth The Consumer Price Index has advanced less than 2% in a year. Mortgage rates are still near historic lows. Low inflation remains even in this economic recovery, which may make the Federal Reserve reconsider its near-term timeline for normalizing monetary policy.¹ Interest… Read more »

Insurance and Investments

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Offered by T. Lloyd Worth A good financial strategy is not just about “making money;” it is also about protection. Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their portfolio, missing the big picture. Investing represents one… Read more »

Could Insurance Rescue You in Retirement?

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Offered by T. Lloyd Worth Certain kinds of coverage may help to sustain you financially in an emergency. You plan for retirement with expectations in mind. You hope to enjoy a certain quality of life, with sufficient income resulting from smart financial choices. Ideally, your future unfolds as planned. But what if the unexpected happens?… Read more »

Saving $1 Million for Retirement

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Offered by T. Lloyd Worth How many of us will retire with $1M or more in savings? More ought to – in fact, more may need to given inflation and rising health care costs. A 2015 Government Accountability Office analysis found the average American aged 55-64 had just $104,000 in retirement money. A 2016 GoBankingRates… Read more »

Your Financial Checklist for 2017

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Offered by T. Lloyd Worth The end of a year makes us think about last-minute things we needed to address and good habits we want to start keeping. To that end, here are several aspects of your financial life to consider as you look forward into 2017. Investments. Review your approach, portfolio positions, and asset… Read more »

How Do Election Years Affect the U.S. Economy

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Offered by T. Lloyd Worth, Worth Financial Partners Elections elicit strong emotions. High disapproval ratings for both candidates, as well as Donald Trump’s unconventional candidacy, have taken these emotions to another level this cycle. Politics is one of many emotional biases that can work against investors trying to achieve their long-term financial goals. Candidates in… Read more »

The Brexit Vote

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Offered by T. Lloyd Worth, Worth Financial Partners Recently we received the unprecedented news that the United Kingdom (U.K.) has voted to leave the European Union (EU), which had led to significant volatility in the global markets. In situations like these, it becomes more important than ever to remain calm, harness our emotions, and stay… Read more »

Myth: Social Security will provide most of the income you need in retirement.

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Offered by Lloyd Worth, Worth Financial Partners Fact: It’s likely that Social Security will provide a smaller portion of retirement income than you expect. There’s no doubt about it – Social Security is an important source of retirement income for most Americans. According to the Social Security Administration, more than nine out of ten individuals… Read more »