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Retirement

Should You Retire on 80% of Your Income?

March 22, 2016Constance CiaricoFinancial, Investments, IRAs, Newsletter, Uncategorized

Examining a long-held retirement planning assumption. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® A classic retirement planning rule …

Tagged Retirement

Retirement Now vs. Retirement Then

February 23, 2016Constance CiaricoFinancial, Investments, IRAs, Market News, Newsletter

Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension …

Tagged Retirement, Savings, social security

White House Proposes Changes to Retirement Plans

February 1, 2016Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

A look at some of the ideas contained in the 2017 federal budget. Provided by William J. Prentice II, AWMA®, CFP®, …

Tagged IRA, Retirement

The Chapters of Retirement

February 1, 2016Constance CiaricoFinancial, Investments, IRAs, Newsletter, Uncategorized

The five phases of life after 50 & the considerations that accompany them. Provided by William J. Prentice II, AWMA®, CFP®, …

Tagged Retirement

The Lottery is No Retirement Plan

January 22, 2016Constance CiaricoFinancial, Investments, IRAs, Newsletter

Pay yourself first instead, with your future in mind. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Powerball fever …

Tagged investing, plan, Retirement, Savings

Will You Avoid These Estate Planning Mistakes?

January 14, 2016Constance CiaricoAnnouncements, Financial, Investments, IRAs, Market News, Newsletter

Too many wealthy households commit these common blunders. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Many people plan …

Tagged estate planning, Retirement, Taxes, trust

Making and Keeping Financial Resolutions

January 11, 2016Constance CiaricoFinancial, Investments, IRAs, Newsletter, Uncategorized

What you might do (or do differently) in the months ahead? Provided by William J. Prentice II, AWMA®, CFP®, CIMA® …

Tagged college planning, debt, portfolio, Retirement

How Gen X’ers Can Get Their Retirement Savings Back on Track

November 20, 2015Constance CiaricoFinancial, IRAs, Newsletter

Steps that may help to address a savings shortfall. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Were you …

Tagged Financial, IRA, Retirement, Savings

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Securities and advisory services offered through Cadaret, Grant & Co. Inc. a Registered Investment Advisor, and member FINRA/SIPC.  Additional advisory services offered through Prentice Wealth Management, LLC, a SEC Registered Investment Advisor.  Prentice Wealth Management, LLC and Cadaret, Grant & Co. Inc. are separate entities.

 

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William J. Prentice II AWMA®, CFP®, CIMA® is licensed to transact securities business in the following states:

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