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203-966-1212Posted on August 31st, 2017 by Carl Bulgini
Would you know a “confident saver” if you saw one walking down the street or in a crowd? My guess is probably not, and in a paragraph or two, I’ll explain why this may be so. CFP® Board recently surveyed 1,000 working Americans over 25, and “Confident Savers” emerged as one of four distinct demographics […]
Posted on August 30th, 2017 by Carl Bulgini
Who considers a 700-point decline in the stock market a ‘good time’? Certainly not the millions of Baby Boomers on the verge of retirement with underfunded 401(k)s. And certainly not new Millennial investors. No sooner do they overcome their market wariness to venture into stocks, than they see their small holdings get smaller. At moments […]
Posted on August 30th, 2017 by Carl Bulgini
Year after year, getting healthy is a top New Year’s resolution for Americans, while saving more and spending less typically ranks lower on the list of priorities. While many people will purchase gym memberships they may never use, taking steps to improve financial wellness is a resolution worth pursuing, and sticking to. Saving more and […]