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You have worked hard to attain your wealth. We work just as hard to protect it and help it grow. When you work with Community Wealth Advisors, you get more than investment vehicles. You get our wisdom and undivided attention. Our advisors know that to understand your financial goals, we have to get to know you. And that’s just what we do.

 
 

Market Commentary


The second quarter of the year can be called a lot of things, but boring isn't one of them. The potential for a trade war between the United States and China heated up in April as China responded to the threat of U.S. tariffs on Chinese imports by warning of the same magnitude of tariffs on American exports.


Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. In 2018, as in years past, retirees expressed a higher level of confidence than today's workers (perhaps because "retirement" is less of an abstract concept to those actually living it). However, worker confidence seems to be on the rise, while retiree confidence is on the decline. A deeper dive into the research reveals lessons and tips that can help you build your own retirement planning confidence.

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Retirement Plan Considerations at Different Stages of Life 

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, are starting a family, are enjoying your peak earning years, or are preparing to retire, your employer sponsored retirement plan can play a key role in your financial strategies. 

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Myths and Facts about Social Security 

Fact: It's likely that Social Security will provide a smaller portion of retirement income than you expect.
 

There's no doubt about it — Social Security is an important source of retirement income for most Americans. According to the Social Security Administration, more than nine out of ten individuals age 65 and older receive Social Security benefits. 

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Social Security Retirement Benefits

Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount you've earned. When you begin taking Social Security benefits also greatly affects the size of your benefit. 

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Retirement Plans for Small Businesses 

If you're self-employed or own a small business and you haven't established a retirement savings plan, what are you waiting for? A retirement plan can help you and your employees save for the future.

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