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Retirement

    How Retirement Outlooks Differ for Retirees & Pre-Retirees [Infographic]
    Business Development

    How Retirement Outlooks Differ for Retirees & Pre-Retirees [Infographic]

    written by Mark Stewart

    Pre-retirees and retirees seem to have totally different outlooks on retirement and how they perceive their given situations.

    The data shown in the infographic below comes to us from Gallup’s annual Economy and Personal Finance survey, and the results are a bit shocking.

    Not only do pre-retirees have a more grim outlook on living comfortably in retirement, but they’re also less optimistic about having Social Security or employer-sponsored pensions to fall back on for retirement income.

    Continue Reading
    How Retirement Outlooks Differ for Retirees & Pre-Retirees [Infographic] was last modified: August 5th, 2022 by Mark Stewart
    September 15, 2021
    8 LinkedIn Facebook Twitter
  • Business DevelopmentMarketing + Branding

    10 Pieces of Retirement Planning Advice Retirees Wish They Had Known Sooner

    by Mark Stewart April 22, 2021

    Editor’s Note: If you want to share this information with clients, you can head to Marketplace One to get your free client-facing PDF. When it comes to finances and retirement planning, there…

    7 LinkedIn Facebook Twitter
  • Business DevelopmentProduct R + D

    David McKnight’s Tax-Free Income for Life Book Summary

    by Shawn Sigler February 4, 2021

    Since his first book, The Power of Zero, was published in 2014, David McKnight and his team have been diligently guiding financial professionals and their clients towards the zero percent tax bracket.…

    2 LinkedIn Facebook Twitter
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