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Entries in the Source (26)

Tuesday
Oct162012

Portfolio Longevity - What Constitutes an Optimally Designed Investment Portfolio?

The successful conversion of retirement savings into a secure, sustainable stream of income requires three things: 

  A comprehensive financial plan—outlining how much, when and how to withdraw from your portfolio—is the foundation for a well-designed retirement income strategy; 

  Sophisticated portfolio design—including extreme diversification across multiple asset classes, companies and countries, customized for your unique vision and risk tolerance profile—positions the investment and retirement income strategy for success;

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Thursday
Oct042012

Preparing your practice for "Taxpocalypse"

Taxmegeddon? Taxpocalypse? Recently, the blogosphere has been rife with articles warning of dire tax consequences in 2013, when favorable tax provisions expire, and federal income taxes increase. If Bush-era tax breaks are allowed to lapse, a fiscal cliff could occur that would affect small businesses, including dentists. Some options, such as scheduling major purchases before year’s end, could offset losses in tax breaks. Source member Ryan Greenway, of Greenway & Company, details your options in a recent Source article

Tuesday
Sep252012

TUESDAY, OCTOBER 2 · COMPLIMENTARY DIGITAL MARKETING WEBINAR 

The world has gone digital. Are you on board, or have you been left in the dust? 

Don’t be left in the dust - Digital marketing is outpacing traditional marketing, especially among younger populations. But what’s the best way to harness today’s (and tomorrow’s) technology for your practice? 

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Monday
Sep242012

Validating the integrity of your retirement plan

 A prospective client recently came to Mercer Advisors for an analysis of what he believed was a well-constructed and comprehensive financial/retirement plan. He still had a number of questions pertaining to his timing, lifestyle and payout options, was planning to retire in the near future, and had been assured by his employer’s in-house financial planning team that he could do so easily, and without worry.

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