Using analysis by Fidelity, CNBC Select provides guidance on age-based savings goals that can help you plan for retirement. Getty Images Editor’s Note: APYs listed in this article are up-to-date as of the time of publication. They may fluctuate (up or down) as the Fed rate changes. CNBC will update as changes are made public.…

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Should I take my employers stock option plan? Gregory answers this question during an episode of the Ask Gregory podcast. Click to listen below! Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help Have questions about this week’s content, or…

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Social Security benefits are meager enough, yet these states take some of that money away. Though it can be skimpy, Social Security is a major source of money for retired Americans: The Social Security Administratration says about 1 in 5 older married couples and nearly half of single seniors rely on their benefits for 90%…

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KEY POINTS A lot of older workers do not have a pension or 401(k) plan to draw money from when they retire. Many approaching retirement often have meager savings — just $88,000. If that’s you, there are steps you can take to help you live more comfortably later. Many people’s retirement dreams received a reality check following the…

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On the first date, you discuss splitting the bill. Soon, you’re planning your first vacation together. Before you know it, you’re engaged and planning a wedding. If you haven’t already, it’s time to have the money talk. Financial things to talk about before getting married Yes, talking about money can be heavy, but it’s important…

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When you decide to choose a wealth advisor, this is a major decision. You’ve worked hard earning this money or preparing for your retirement. Here are six areas of concern to consider:    1. Hiring an advisor who doesn’t put your needs first  You want to hire a wealth advisor who is prepared to answer all of your questions…

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Are you saving for retirement? If you are, then you can’t avoid wondering whether your retirement planning has your savings on track for you to live comfortably when you finally call it a career. And how much money is enough? On average, 401(k) plan members think they’ll need $1.9 million, according to Schwab Retirement Plan Services. And…

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You may need some help deciding what your next financial investment move might be. Find an Wealth Advisor that is right for you below. If you have any questions please give us a call at 504-832-9200  

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