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Barbara Weltman

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Are you paying attention to retirement savings?

September 6, 2014 / By Hudson Fusion

According to a CNBC/Financial Planning Association survey, financial planners believed the greatest challenge (42%) to small business owners was developing a retirement plan and exit strategy; the concern about managing cash flow was only 23%. Only 25% of owners with qualified retirement plans meet quarterly with planners to review results. Lesson from these survey results: Pay attention to retirement savings.

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