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  • Your retirement countdown cheat sheet

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    November 08, 2017

    Key points
    • More than half of workers have not begun planning for retirement, according to research
    • 8 in 10 retirees who have a plan in place are confident their money will last a lifetime
    • Making the right moves at key points in your financial lifecycle could boost your savings
     

    One day you’re celebrating the first day at a new job. The next thing you know, toasts are being raised at your retirement party. With each passing year, the hands on the retirement clock spin faster. That’s why it’s wise to establish milestones — at 10 years, five years and one year out — to fine-tune investment strategies, buffer against market volatility and help ensure that life post-work is more relaxing than taxing.  

    The majority of retired Boomers feel confident they’ll have enough money to last a lifetime, according to the recent Ameriprise Pay Yourself in Retirement study.¹ That may be because 85% indicated they have a plan in place to pay for both essential and discretionary expenses. In stark contrast, 48% of those still working haven’t begun the process of planning for retirement, according to the study.

    We asked Marcy Keckler, Vice President of Financial Advice Strategy at Ameriprise Financial, to outline key financial moves for the years leading up to retirement.  


    FOR FULL ARTICLE CLICK HERE


     

    Joe Sciacca is licensed and registered to conduct business in MA.

    Based on licenses and registrations I hold, I may also conduct business in NJ, CT, TX, PA, FL, NH, CA, ME, SC.

    CA Insurance #0L07766



     

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