If you’ve ever sat down to look at your retirement strategy—whether using online modeling tools or often even talking with a professional—the experience usually
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When you are climbing a mountain, your primary focus is on the ascent. But statistically, most mountaineering accidents happen on the way down.
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According to recent J.P. Morgan research, 53% of American households don't retire all at once.
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In our industry, we naturally spend a massive amount of time looking at numbers. We talk about tracking portfolio returns, minimizing tax drag, and optimizing
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This week, we are looking at a personal finance "quick hit"—one simple step you can take today to immediately improve your finances. It is low effort, low risk
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If you have logged into your Cardinal Health 401(k) portal recently, you have likely seen an automated tool projecting what your monthly income will look like
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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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