Mystic, CT 06355
800-639-5113 860-245-0633
Find a good Retirement Planning Professional. One who has substantial knowledge of financial products, taxes, legal issues, long term care, reverse mortgage options and well established contacts in all of these disciplines. Check out his/her length of service, references and ask for a no obligation interview. Look for empathy, good chemistry, knowledge of retirement issues, [...]
Take a look at income: Social Security, pension, investments and other assets. Let’s face it, 401(k) plans have lost 30% of their value in the past few years and our C.D. and money market fund yields are slim. How much equity is in your home or condo and could you retrieve some or all of [...]
Retirement Planning. An Investment Plan is NOT a Retirement Plan. Start with the hard facts: Be realistic about what your assets will return. Given the economy and if you’re 50 + there’s no time to become a George Soros or Warren Buffet. Think differently about money and lifestyles. The income and the way you spend [...]
Take Control of your Financial Future Now. Identify your Investment Income Versus your Retirement Income. Protect your Retirement Income. Take it Off the Table, Out of Play and Out of the Casino. Develop a Retirement Plan then Work your Plan. Find Destinations for Retirement Assets that deliver PREDICTABILITY AND CERTAINTY. Use Experienced and Professional Retirement/Financial [...]
