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Wealth Managers-Clients May Need More Reassurance Than Ever

Wealth Managers-Clients May Need More Reassurance Than Ever

By John McCrank

TORONTO, May 11 (Reuters) – “The end of capitalism as we know it,” was the message a client had left for Erika Safran of Safran Wealth Advisors while she was on a flight last Thursday afternoon. “The world is falling apart.”

 

Best Ways to Tap Your Retirement Cash

Best Ways to Tap Your Retirement Cash

By Jeanne Lee | April 20, 2010

In normal times, a prudent rule for managing your finances is: Don’t ever take money out of your IRA or 401(k) money before age 59½.

 

Close to Retirement? Advice Varies on What to Do

Close to Retirement? Advice Varies on What to Do

By Petillo

According to Philip Moeller, writing for US News and World Report, the need for income in retirement is essential. None of us plan on outliving our retirement.

 

Ways to Boost Income on Retirement Holdings

Ways to Boost Income on Retirement Holdings

By Phillip Moeller

Finding decent yields when many interest rates are near zero is tough. That’s especially the case with people who are retired or nearing retirement.

 

Poised to Succeed

Poised to Succeed

Spending hours each week leading yoga classes keeps Sandy Eimers in the best physical shape of her life. “I feel like I did in high school—and can still perform a headstand!” she says.

 

Mortgages: Borrowing in Retirement

Mortgages: Borrowing in Retirement

The New York Times /, Aug 11, 2011

“Even if you’re on the verge of retirement, lenders generally will consider only current earnings. But Erika Safran, a financial planner in Manhattan, suggests factoring in retirement income anyway, to help determine whether you will still be able to afford the home down the road.”

 

5 Questions With an Investor on 401Ks After Stocks Swing

5 Questions With an Investor on 401Ks After Stocks Swing

WNYC/, Aug 9, 2011

“After another volatile day on Wall Street, WNYC checked in with Erika Safran founder of Safran Wealth Advisors, to see how her clients — many retired and living off of their 401Ks and investments — are reacting.”

 

Weigh options before paying off a mortgage

Weigh options before paying off a mortgage

By USA TODAY/, Jul 29, 2011

“If paying off your mortgage will provide the nirvana of being debt-free and you have the funds to pay it off, then do so,” Safran says. “There’s no price tag for that peace of mind.”

 

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