Insuring Your Retirement

The Retirement Challenge for High Income Earners

Why Traditional Planning Won’t Work & How to Fix It

The main issue you face is your ability to fully fund your retirement without affecting your current lifestyle.
Multiple studies conducted by firms such as T Rowe Price and Charles Schwab state that it's reasonable to need 70-80% of your pre-retirement income while in retirement. On average, every pre-retiree would have to save approximately 33% of their gross pay to hit their retirement goal to achieve this.
Is this even possible? Let's find out.
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Monthly Market Update November 2020

November 2020

Market highlights

Domestic markets jumped skyward at the end of November, a rare feature for this time of year. Speaking about the S&P 500, “If it’s up more than 10%, it will only be the third time since World War II that November has been up that much,” said Sam Stovall, chief investment strategist at CFRA, the Center for Financial Research and Analysis, one of the world's largest independent investment research firms. “Such a strong November has a tendency to steal from Santa.”
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Monthly Market Update October 2020

October 2020

Market highlights

Equity markets had a fall-off during October during the pandemic’s eighth month. A high degree of uncertainty pervades the country as COVID-19 cases and deaths continue to climb. The United States has 4% of the world’s population but approximately 20% of all fatalities. With nearly a quarter million American deaths and no national policy for curbing the virus, there is no end in sight. 
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