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"NUMBERS" - 2008 Household Averages
Annual savings ($392), credit card debt ($8,565), vehicle and tuition loans ($14,414), home equity loans ($10,062), mortage debt ($84,911). See lengthy detailed New York Times article "Given a Shovel, Digging Deeping Into Debt" by Gretchen Morgenson, July 20, 2008, pp. 1+.
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Favorite Quote - 401(k) Success
"According to a McKinsey study, the amount in 401(k) and similar programs will grow to almost $8 trillion dollars in 2015 while generating an additional nearly $3 trillion in IRA rollovers. Between their 401(k)s and IRAs, American workers will soon have more than $15 trillion to draw on during their retirement years. Contract this to the $2 trillion projected to be in the Social Security Trust Fund. Because of their 401(k)s, never have so many had so much." Source: David Wray, Defined Contribution Insights, July/August 2008, p. 1. |
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 "Featured Partner - Best Provider "
Integrated Benefits Solutions (IBS) mission is to help clients define and reach their financial goals and to leave a legacy which represents their values. The IBS team successfully provides value to shareholders and employees by structuring integrated business continuation plans, personal financial plans and legacy planning solutions for executives, business owners or employees in a format and depth needed to meet their unique personal financial planning needs.
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