RETIREMENT
Resource Center
Pre-Retirement
You’re at the time of your life where retirement seems like something in the distant future. In some ways it is not even on your radar map. You’re working to get established in a career, you might be starting a family, or even transitioning to starting your own business. While retirement might not be around the corner, now is the perfect time to ensure you are set up for success with the life events you are experiencing right now and give attention to the future. With the long investment horizon in front of you before nearing retirement every little step you take today has that much greater impact on your future. By simply taking time to educate yourself you will set yourself ahead of the pack.
Below are resources the experts at Diccianni Financial Group, Inc. know are most important for people just like you who are in the pre-retirement years.
What You Need to Know About:
- Why Planning is Important (video)
- Achieving Financial Peace of Mind
- Planning for a Successful Retirement: A 10-Year Guide to Achieving Retirement Readiness (Free E-Book)
- Glossary of Financial Terms
Investments
- The Investment Pyramid
- Low Risk Investments
- Lower Risk Investments
- Intermediate and Higher Risk Investments
- High Risk Investments
- How to Read the Stock Tables
- Building a Mutual Fund Portfolio
- The Big Picture of Investing
- Home Ownership
- Basic Principles of Investing and Risk Defined (video)
- Investment Basics: Stocks (video)
- Investment Basics: Bonds (video)
- Investment Basics: Mutual Funds (video)
- Home Ownership: From American Dream to American Nightmare
- Home Ownership: There’s No Place Like Home: The Reemergence of the Housing Market
- Worried About Inflation? 3 Ways to Protect Your Wallet from Taking a Big Hit
- The Undeniable Benefit of the 401(k)
- How to Survive a Bear Attack
Insurance
- Caring for Caregivers
- Protecting Yourself: Insurance Basics
- Understanding the Differences in Life Insurance
- When Insurance is Necessary (And When It’s Not Worth the Cost)
Spending and Budgets
- Don’t Pay for Gas: How to Defray the Cost of Almost Anything
- To Bank or Not to Bank?
- The Risks of Co-Signing a Loan
- Be Prepared: Preparing for a Worst-Case Scenario
- Take a Vacation from Debt
- Credit Card Reform: Changing How We View and Use Credit Cards
- Pre-retirement Budget Worksheets
- Tips To Control Energy Costs During A Long Cold Winter
- Till Debt Do Us Part: How to Merge Two Financial Lives