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December 14, 2025

retirement planning

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Helping Clients Regain Retirement Confidence

March 26, 2013 Calbroker Admin

There is a silver lining to the lack of confidence seen today’s in employees planning for retirement. Nearly 70% of workers say they need to save 10% or more of household income in order to […]

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Financial Advisors Not So Good at Planning their Own Retirement

March 12, 2013 Calbroker Admin

Financial advisers continue to put off planning their own retirement even though an overwhelming majority of them are at least 50, a new survey shows. About 68% of advisers have no formal succession plan for their […]

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Record On Wall Street Spurs Talk Of Retirement Planning

March 6, 2013 Calbroker Admin

Wall Street’s recent record-breaking performance has prompted financial planners to urge people saving for retirement to review their assets. The Dow Jones Industrial Average closed at an all-time high, beating the record it set in October […]

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Never Too Late to do Retirement Planning

March 4, 2013 Calbroker Admin

Some of the assumptions we’ve made for generations about the best way to save and plan for retirement may no longer be true. The decline in housing and stock prices beginning with the 2008 crash, […]

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Secret Service to Train Employees in Retirement Planning

February 12, 2013 Calbroker Admin

The U.S. Secret Service has issued a Request for Quote (RFQ) to firms that can provide financial planning and retirement planning seminars to Secret Service employees at the agency’s training center in Laurel, MD, and […]

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Retirement Planning’s ‘Magic Numbers’

January 25, 2013 Calbroker Admin

Fidelity Investments, the nation’s largest provider of 401(k) plans has come up with a magic number to determine when your clients are saving enough. Typical wage earners, it said, should aim to save at least eight […]

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