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STARTING A NEST EGG FROM SCRATCH
10/17/2014

CFP Board expert John Hauserman has some advice for those starting a retirement plan from scratch: Whether you are young and getting an early start or a bit older and trying to play catch-up, starting a retirement plan from scratch can present some unique challenges. While the ultimate prescription for success may change depending on age, the process itself does not change. Step one is to take an inventory of your finances. While this would certainly include any assets that you might have already accumulated - like savings, investments or a work-sponsored retirement plan - it should also include several other key components. However, simply taking an inventory is not enough to create a viable retirement plan, since success or failure will depend largely on your future cash flow and what you choose to do with it. One of the most important aspects of budgeting is honesty - honestly with yourself and honestly with your adviser, if you are using one... HIGHLIGHTED EVENT: Are you a new investor with limited knowledge about options? Attend an Options Industry Council (OIC) Investor Education Seminar near you ...

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When a brokerage firm is closed due to bankruptcy or other financial difficulties, the Securities Investor Protection Corporation steps in as quickly as possible and, within certain limits, works to return to you cash, stock and other securities you had at the firm. Without SIPC, investors at financially troubled brokerage firms might lose their securities or money forever or wait for years while their assets are tied up in court.



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