Finance Industry Retirement 
Allwork
JUNE 24, 2022
What the survey found was that 69% of retirees who are un-retiring are doing so in order to combat the rising cost of living. . Millions of Americans who retired during the pandemic are returning to the workforce. . Millions of Americans who retired during the pandemic are returning to the workforce. . As of April, 3.3%
Success
JULY 25, 2022
With a financial industry that disproportionately targets marginalized groups while giving advantages to cisgendered white men, the very act of a woman pursuing financial literacy and wellness is feminist. This industry was not created to be easily accessible for women, and it can be challenging to know where to start.
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JULY 19, 2022
Next, you’ll need to consider your current company benefits such as health insurance and retirement plans. Additionally, many companies offer a retirement plan and match employees’ contributions. That’s free money going toward your retirement that you’ll need to start saving yourself. First, what are you trying to accomplish?
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SEPTEMBER 19, 2021
Market analysis: What are the current trends in your industry? Be clear on how you’ll set your business apart in your industry. Do I have a good handle on my personal finances? Are you currently earmarking 15% to 20% of your income for retirement? suppliers, margins, and so forth). Who are your target customers?
Success
OCTOBER 31, 2022
And with a new year approaching quickly, it can be a good opportunity to take stock of what’s happened in the past year—in your personal life, career and with your finances—and think about what changes you’d like to make in the year ahead. As you think about your personal finances heading into 2023, credit card debt should be top of mind.
Success
JANUARY 8, 2022
When Jim came into my office at age 52 to see about retiring early, I was surprised. I fully expected to inform Jim and Sue they couldn’t retire early only to discover they were multimillionaires. In the investment industry, this is known as using margin. That is, until the day I met Jim and Sue McIntyre. They had zero debt.
Success
SEPTEMBER 3, 2022
Instead of watching what the market does daily, spend some time tending to your finances so you know where you stand. As part of your financial plan, consider the following: Review your finances. Am I anticipating any major life events with significant expenses attached (like a new baby or retirement)?
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