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Voya Financial is an American financial, retirement, investment and insurance company based in New York City. Voya began as ING U.S., the United States operating subsidiary of ING Group, which was spun off in 2013 and established independent financial backing through an initial public offering. [2] In April 2014, the company rebranded itself as ...
Planning During the ‘Pre-Retirement’ Stage. Pre-retirement is the first stage of retirement planning, and it starts during the early phases of your career. “The mantra here is to make saving ...
Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...
As a financial advisor, you may dedicate a lot of your time to helping clients create a workable retirement plan. However, it's also important to consider what your personal exit strategy might ...
The Variable Annuity Life Insurance Company. The Variable Annuity Life Insurance Company, or VALIC, a subsidiary of Corebridge Financial, Inc., (CRBG), is an insurance corporation that specializes in tax-qualified retirement plans, supplemental tax-deferred and after-tax investments. VALIC's headquarters are in Houston, Texas. VALIC ranks in ...
Bottom line. A financial advisor brings a lot to the table. The benefits of expertise, time savings, emotional support, goal setting and tax optimization can far outweigh the risks associated with ...
Edelman Financial Engines. Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021, it has $291 billion in assets and more than 1.3 million clients. [4] [6] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).
Dave Yeske, a certified financial planner and managing director at the wealth management firm Yeske Buie, calculates that if you’re 55 and can put away $14,400 a year plus delay your retirement ...