How’d you like to score your share of $1.35 trillion? That’s how much money was in the combined 24 million 401(k) accounts left behind at previous employers, as of May of 2021. You see, data from the U.S. Bureau of Labor Statistics shows that individuals who were born during the later years of the Boom …
This week’s article asks the question, “When do you stop saving and start enjoying the fruits of your labor?” We could help you understand at what age you can start to transition from saver to spender. It could mean the difference between: A retirement of constant penny-pinching and being stuck in saving mode. A retirement …
Are you a small business owner? You may find this interesting. According to this week’s article, “the 401(k) has become the go-to retirement plan for many Americans.” In fact, the article goes on to say that the “flexibility, tax savings and scale of 401(k) plans” have made them “attractive to employers”, as well as employees. …
Doug Clancy DBA CSWTA Insurance Solutions • CA Ins Lic # 0G20617
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Investment Advisory Services are offered through Cornerstone Wealth & Tax Advisory Group, a Registered Investment Firm. Insurance products are offered through Douglas A. Clancy, Jr. DBA CSWTA Insurance Solutions California Insurance License #0G20617. Cornerstone Wealth & Tax Advisory Group and CSWTA Insurance Solutions are affiliated companies.
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