I think it’s time to start planning for retirement. Where do I begin?

submitted by Rosemary G. Caligiuri, CASL™, President, Harvest Group Financial Services

Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even know where to begin. Here are some suggestions to help you get started.

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Can I use life insurance to help me save for retirement?

submitted by Rosemary G. Caligiuri, CASL™, President, Harvest Group Financial Services

If you’re close to retirement and have a life insurance policy with sufficient cash value, you can use that cash to help finance your retirement. But if you’re young and looking for a savings program for your retirement, there may be better ways than using life insurance.

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David Crosson announces retirement

David H. Crosson, CEO of Indian Creek Foundation, has announced his retirement effective June 30th, 2015. David has been with the Foundation for 20 years and has served as the CEO of the Foundation since 2000.

The Board of Directors has appointed a search committee and the process of selecting the next CEO has already begun. David’s plans for retirement include travel with family and volunteer service, along with his wife Lorraine, to local non-profit organizations.

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Do your investments match your risk tolerance?

submitted by Rosemary G. Caligiuri, CASL™, President, Harvest Group Financial Services

When turbulence hits Wall Street, are you stressed out? If you have taken on too much risk in your portfolio – which can happen through intention or inattention – stock market volatility may make you anxious.* So from time to time, it is a good idea to review how your assets are invested. **Your asset allocation should correspond to your tolerance for risk, and if it doesn’t, it should be adjusted.  

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Some helpful tips on long-term care insurance

submitted by Rosemary G. Caligiuri, CASL™, President, Harvest Group Financial Services

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well. Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed.

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BCOC ED announces retirement, new CEO appointed

Roger C. Collins, who has served the Bucks County Opportunity Council (BCOC) since 1994, and as its Executive Director/Chief Executive Officer for 14 years, has announced his retirement.

Roger is a founding member of the Economic Self-Sufficiency (ES) Program that helps low-income people acquire jobs with family sustaining income so they can leave or avoid the welfare system. He refers to this as “Economic Development one family at a time.”

“When I came to the Opportunity Council in 1994, it was impossible to anticipate what would follow. To work in unity with an uncommon group of many – volunteers, staff, Board, donors, private business, government, educational institutions, farms, media, and most importantly our clients to make a difference – became the experience of a lifetime. I am both humbled and proud to have served in this very special community called Bucks County and cannot adequately express my gratitude for the compassion and generosity of many, many wonderful people. Among the greatest joys has been the opportunity to help others during times of dire need and to see clients thrive and pass on to their children their new success in life,” said Roger.

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