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40% of Baby Boomer's Retirements May Run Short

Accoding to the Employee Benefit Research Institute, 40% of today's Baby Boomers may run short in retirement.  Simply put, the study highlighted that the growth of assets/investments was being outpaced by the cost of living.  What do our advisors highlight for you?

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  • What do you need your investment portfolio to achieve?
  • What are your expenses likely to be in the years ahead?
  • Should you be saving more?
  • What do you need to know about Social Security?
  • Are annuities an option for you?
     

"I do know that when I am 60, I should be attempting to achieve different personal goals than those which had priority at age 20." 

- Warren Buffett

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FREE analysis, investments, and consultations.  All under one roof.

My New Financial Advisor provides you with a FREE one-stop solution for all of your financial needs:
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…their advisors helped structure a multi-million dollar hedge on a very concentrated position from a portfolio IPO. They were just the right blend of savvy trader, sage advisor and white glove concierge... Cannot recommend them enough!"

Jim Jonassen
Executive Recruiter

 

MNFA is the future of financial planning made real for investors today.  It has the potential to disrupt the financial planning industry in the same way that low-cost brokers disrupted the sales networks of the wire houses.  The wire house networks are still in business, but with a much smaller share of customers."

Howard Weinberg
Partner-Head of Global Entrepreneurship/Deloitte-Retired

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The Latest From Our Blog

How to Review a Financial Advisor: The Definitive Checklist

We have always liked the commentary from GuideVine.  They are objective and truly providing a value added service to investors.  We found this checklist to be quite good and worth your consideration.  - MNFA. Once you’ve found a financial advisor that you feel is a good...

Enough With the Hedge Fund Hype

Are hedge funds the investment category for investors to consider?  They are meant to be a "hedge" correct?  We have found the research at ETF.com to be quite good, and thought this article of particular interest.  Turns out hedge funds may be a scenario of "buyer...

Protecting Against Inflation

We have had a lot of inquiries with regards to inflation.  It seems that investors are worried about inflation in a market that now appears to have "stalled".  To address this we thought we'd go for an outside thought.  We are followers of the folks at Buckingham and have...