1. WEALTHUCATE FRAMEWORK EXPLAINED By advisers. For advisers. 2. Marital Status? Personal Details Your Health? Children? Employed? Income? What else? Your Goals? PERSONAL…

Slide 1Retirement Planning 101 Slide 2 1 The Reality…. Tens of millions baby boomers closing in on retirement Number of North Americans age 65+ projected to grow 21% in…

1.>The 6.0 Percent Rule by Gerald C. Wagner, Ph.D.Executive Summary   The 4 percent rule has come under scrutiny because of lower expectations about future…

Reading skills and graph interpretation Demographers use histograms Graph of age distribution at particular time Cohort size Male vs. female Pre-reproductive Reproductive…

Reading skills and graph interpretation Welcome! Please get out your histogram and demographic transition worksheet from this weekend for an extra credit stamp! Please read…

Reading skills and graph interpretation Welcome! Please get out objectives #9-17 for a stamp. Use a different colored pen to add new insights to your objectives. 4th period…

Volume 1, Issue 1 Newsletter Date C C S Copenhagen Central School Summer 2010 Newsletter P a g e 2 C o p e n h a g e n C e n t r a l S c h o o l Retirements Two staff members…

Dear Client, I hope that you have enjoyed a wonderful Spring and are looking forward to a Summer filled with family and fun. At SWAN Capital, weâve had a great start to…

Financing Your Life Calculating human capital to guide your financial decisions both before and during retirement Vector Financial Advisors, LLC “According to the Survey…