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Joe Anderson
ABOUT Joseph

Set goals for your retirement in 2015. Joe Anderson, CFP® and “Big Al’ Clopine share ten resolutions that will help make sure you’re on track for retirement. 1:10 “That’s what people strive for; how much money do I need to build? But I’ll tell you what, it’s about the income you can create from that […]

Alan Clopine
ABOUT Alan

Set goals for your retirement in 2015. Joe Anderson, CFP® and “Big Al’ Clopine share ten resolutions that will help make sure you’re on track for retirement. 1:10 “That’s what people strive for; how much money do I need to build? But I’ll tell you what, it’s about the income you can create from that […]

Set goals for your retirement in 2015. Joe Anderson, CFP® and “Big Al’ Clopine share ten resolutions that will help make sure you’re on track for retirement.


1:10 “That’s what people strive for; how much money do I need to build? But I’ll tell you what, it’s about the income you can create from that money that you’re trying to build”

1:28 “Here’s the biggest risk that we face, it’s that we’re living a lot longer”

5:19 “You’re goal over the long-term should be to save about 10% of your gross pay or more”

7:16 ” Save into your 401(k) plan to the match, and then from there if you qualify you want to go Roth IRA. Then if you can still save more money go back into the 401(k)

10:22 “There is the new myRA plan that just came out late in 2014.”

10:58 “Rebalancing your portfolio…when you take a look at rebalancing, the market has done very well lately so a lot of you may be heavily weighted in stocks vs bonds depending on of course what your allocation was. So let me draw this out real quickly for you…”

12:25 “Hidden fees..there’s different costs that you may or may not know about. One of them is the initial load. There are some loaded mutual funds where you actually have to pay to get into them.

14:03 “The average fund fee could be as a high as 3 or 4%

20:02 “Social Security, there are several different ways to take it…”