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Free Books on Retirement Planning and Distribution
Retirement has changed as should the way you save. In my over 28 years of experience helping people plan for and implement retirement planning strategies, I have seen my fair share of changes. With the current, almost 28 trillion debt and the looming tax increase in 2026 rethinking how you save for retirement and how you take distributions from your retirement plans is critical to your retirement success. To help, I have two books that can help you both written by financial leader and author Martin H. Ruby,
Get COVID Funding Updates with SBA Speakers
Tomorrow - Thursday, January 21st 9:00am - 10:00a.m. SBA and the SBTDC COVID-19 Business Recovery and Resiliency Program will provide a general overview of the PPP related to provisions in the Economic Aid to Hard-Hit Small Businesses, Nonprofits, and Venues Act (the Economic Aid Act) from the US SBA - NC District Office. Agenda:Where We Are / Key DatesFirst Draw PPP LoansSecond Draw PPP LoansForgiveness UpdatesWhat to do Now / Additional Resources Speakers include SBA Acting District Director Michael
Nine to Know
The fear of running out of money in retirement is listed as the greatest concern in retirement. It is easy to understand as the variables are many. Inflation, taxes, the solvency of Social Security, and the fluctuation of the stock market. Having a plan is critical to your success. Most people have a portfolio of investments, but what I want to help with is a plan that helps you understand how to best minimize the risks of each of the listed above. I have a new program that gives you a benchmark of where
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