Steve Green

Your Blueprint for a Successful Retirement

It’s often been said that every accomplishment begins with a vision and a solid plan. Whether it’s an architectural marvel, a business success or personal achievement, the plan outlining where you are and where you want to be (and most importantly, the steps you must take to get there) always comes first. The same rings true when it comes to…

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Kristin Fomon

Why Women Need to Invest More and Plan Smarter for Retirement

A generation or two ago, women were not usually the decision makers in family finances, and may not have even been part of the conversation. Today, more women than ever are the breadwinners in our homes, and do initiate the financial talks in our families. Even though we are carrying this financial responsibility, we are generally not as bold or…

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Patrick Monahan

Is an In-Service Withdrawal Right for You?

Many working Americans jump-start their savings for retirement by enrolling in their company’s 401(k) plan, and those numbers continue to increase as companies move to an auto-enrollment model. At Krilogy, we encourage our clients to participate in their company-sponsored retirement plans, including 401(k)’s, because these types of plans implement disciplined savings and can be instrumental in building wealth. But there…

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Matt Haywood

401k Auto-Enrollment: What You Need to Know

A growing number of workers in the United States are being auto-enrolled in their company’s 401k plans. The goal of auto-enrollment is to increase the likelihood that the employee will remain in the plan and save for retirement because instead of going through the process of opting in to the program, the employee would have to opt out – and…

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Kent Skornia

Where Are You Going in Retirement?

Would you tell me, please, which way I aught to go from here? That depends a good deal on where you want to get to. I don’t much care where. Then it doesn’t matter which way you go. So long as I get somewhere. Oh you’re sure to do that, if you only walk long enough … -Exchange between Alice…

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