If you read standard financial commentary, you’ve likely run across the "80% Rule." The theory is simple: you will need roughly 80% of your pre-retirement
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If you are like many professionals at Cardinal Health, you are likely taking advantage of a Health Savings Account (HSA) for its immediate benefits.
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For many Cardinal Health employees, the 401(k) serves as the absolute foundation of retirement planning. Yet one question consistently arises during our ongoing
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When you are navigating a high-demand career at Cardinal Health "retirement" might not mean stopping work at age 65.
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I recently met with a couple who came well-prepared for a conversation about her investments. They had all the account statements prepped, knew the funds they
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My team regularly hears from prospects and new clients that Social Security is going to “run out.” It’s a common worry, and makes for attention grabbing
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After 15 years of talking with people about retirement, I’ve noticed that most individuals have a reasonable sense of what they spend today, but very few have
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An income or net worth figure that would have felt like wild abundance to your twenty five year old self feels merely adequate to your forty five year old self.
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Here's a retirement question that almost never gets discussed in financial planning meetings. Who will you be when you're not working anymore?
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Summer brings about more than just the heat. For many Cardinal Health employees, it also brings your annual bonus and long-term incentives.
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When most people hear the word “legacy,” their minds naturally turn to money. They think about wills, estate plans, trusts, and the assets that will transfer to
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As someone who started at Cardinal back in 1998 — and has now been outside the company for 15 years — I do not pretend to know the day to day.
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