Baby boomers have worked an average of 12 jobs, according to the U.S. Bureau of Labor Statistics. During each job change, a retirement account can get lost in the shuffle. Try these strategies to track down unclaimed retirement benefits. If you have questions - give us a call at 704-878-6677! :-) #CapitalManagementGroup #ThankYou #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
MONEY.USNEWS.COM
How to Find Hidden Retirement Money
Have you filled out the 2020 Census form? It's important. The 2020 Census will determine congressional representation, inform hundreds of billions in federal funding every year, and provide data that will impact communities for the next decade. They are also used to draw congressional and state legislative districts. Please click on the link if you haven't filled it out. :-) #Cenusus2020 #ThankYou #CapitalManagementGroup
2020CENSUS.GOV
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If you have a 401k, will you be able to spend it all in retirement? Have you assigned a beneficiary? It's a quick read and if you have questions, give us a call at 704-878-6677. <3 #CapitalManagementGroup #ThankYou #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
MONEY.USNEWS.COM
How to Pick a Beneficiary for Your 401(k) Plan
Take a deep breath - exhale slowly. Find a moment for yourself this weekend. <3 #CapitalManagementGroup
Do you have Life Insurance? Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Join the truth squad as they debunk the five most common life insurance myths, and arm yourself with knowledge. If you have questions give us a call at 704-878-6677! :-) #CapitalManagementGroup #ThankYou #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
MYCMG.NET
Life Insurance Myths: Debunked
Financial Literacy - how much financial knowledge do you have? Here are 6 questions - only 7% of older adults could answer all six questions correctly, and just 3% of millennials. If you have questions give us a call at 704-878-6677. :-) #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor #FinancialLiteracy
MARKETWATCH.COM
Hope to retire someday? See if you can answer these six simple questions
Do your lifestyle and savings match? If not - take a look at the article. If you have questions give us a call at 704-878-6677. :-) #CapitalManagementGroup #ThankYou #StatesvileFinancialPlanner #StatesvilleFinancialAdvisor
SMARTASSET.COM
How Much Should You Have in Your 401(k) to Retire? - SmartAsset
Medicare Open Enrollment runs October 15th - December 7th. People will spend hours online researching "great deals." How much time is spent comparing healthcare plans? It pays to compare. If you have questions give us a call at 704-878-6677. :-) #CapitalManagementGroup #ThankYou #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
MONEY.COM
Medicare Open Enrollment Starts Today, With New Insulin Coverage, Telehealth Benefits and More Changes
Happy Friday Ya'll! Be careful when jogging! :-) #CapitalManagementGroup #HappyFriday
KSL 5 TV
October 12 at 2:05 PM ·
WATCH: A cougar stalked a man for over 6 minutes during his run through Slate Canyon near Provo. 😱 😱 😱
(@kunkyle | IG)
The Covid-19 pandemic has shown us that long-term financial security is a necessity, not a luxury. And that means competent and ethical financial planning must be a priority. If you've decided you want to be more proactive - take a look at this article. If you have questions - give us a call at 704-878-6677. :-) #CapitalManagementGroup #PlanAhead #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
CNBC.COM
Op-ed: The pandemic has shown that long-term financial security is a necessity, not a luxury
It's Humpday! Let's think BIG and shop SMALL. Small business is the heartbeat of a community. The holidays will be here soon. Please consider buying a "Gift Card" from a local business. Please support Small Businesses this year! <3 #CapitalManagentGroup #SupportSmallBusiness #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
Have you filed your 2019 taxes? If not, this may help. :-) #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
MONEY.USNEWS.COM
Taxes Are Due Oct. 15 if You Filed for an Extension – Here's What to Know
Little things matter. Be nice to yourself this weekend! :-) #CapitalManagementGroup #SupportLocalBusiness
Hitting key milestones at early ages can get you in solid financial shape for retirement. Saving in 401(k) plans, and individual retirement accounts can help. Here's a breakdown by decade! If you have questions - give us a call at 704-878-6677. :-) #CapitalManagementGroup #Retirement #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor https://www.cnbc.com/guide/retirement-planning-decade-by-decade/
CNBC.COM
Here's a decade-by-decade guide to retirement planning
Did you know that 75% of adults will spend 45 minutes or less reviewing their benefits before enrolling? It’s open enrollment time. That means it’s your opportunity to make changes, additions or updates to some very important workplace benefits that will impact your finances. If you have questions - give us a call at 704-878-6677! :-) #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor #OpenEnrollemnt
CNBC.COM
Open enrollment is underway — here are 5 tips for maximizing your benefits during a public health crisis
"Kindness begins with understanding we all struggle." ~Charles Glassman :-) #CapitalManagementGroup
Do you believe you’re too young or that you just don’t have a lot of money to invest to get some professional financial advice? Might want to rethink that assumption. More advisors are getting creative with their fees so they can offer their services to people who otherwise couldn't afford it. If you have questions - give us a call at 704-878-6677! :-) #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor #ThankYou
CNBC.COM
This myth debunked: You don’t have to be wealthy to hire a financial advisor
Remember that hour of sleep you lost in March? You get it back this weekend. Happy Friday and be nice to yourself! Happy Friday! :-) #CapitalManagementGroup
How close are you to retirement? Here's some 'food for thought.' On average Baby Boomers have saved $152K. Click on the link - find your state and take a look. If you have questions - call us at 704-878-6677! :-) #ThankYou #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor #SupportSmallBusiness
HUFFPOST.COM
Here's How Long $1 Million In Retirement Savings Will Last In Your State
Scammers never take time off. Please be on the lookout for "text messages from the IRS." The IRS does NOT text or call individuals. For those with elderly parents - please lookout for them. They are vulnerable. Click on the link and make yourself aware. <3 #CapitalManagementGroup #IRSScam #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor
CNBC.COM
$600 stimulus checks are targeted by scammers. Here's what to watch out for
The New Year is a good time to jump-start your savings. Making a few changes now can allow you to retire with less stress and a bigger nest egg. Here are some retirement resolutions to make for 2021: Create a retirement plan. Qualify for a 401(k) match. Pay off debt. Decrease online spending. Diversify your portfolio. Pad a health savings account. Don't spend before earning. Evaluate your budget. If you have questions - call us at 704-878-6677! :-) #CapitalManagementGroup # #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor #SupportSmallBusiness
MONEY.USNEWS.COM
New 401(k) Contribution Limits for 2021
What are your savings goals for 2021? We like #3! If you have questions - call us at 704-878-6677! :-) #SavingMoney #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancailAdvisor #SupportSmallBusiness
TIME.COM
4 Financial Therapists on How to Plan for a Less Anxious 2021
The S&P was up 16.3% in 2020. Covid changed our habits. Some of the winners were a surprise! Click on the graphic and if you have questions - call us at 704-878-6677! :-) #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor #SupportSmallBusiness
VISUALCAPITALIST.COM
Infographic: The Best and Worst Performing Sectors of 2020
The money story of the year, and probably this century, is summed up by one word: Covid. Did you get your 'stimulus check?' Here's what you need to know! :-) #StimulusCheck #CapitalManagementGroup #StatesvilleFinancialPlanner #StatesvilleFinancialAdvisor #SupportSmallBusiness
CNBC.COM
$600 stimulus checks are officially on the way. Here's who will get them first
