Mass Appeal Financial advice with Dylan Bond

Mass Appeal Financial advice with Dylan Bond

Mass Appeal dylan bond

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Six things you should consider before you retire

Updated: Wednesday, 28 Nov 2012, 2:59 PM EST
Published : Wednesday, 28 Nov 2012, 2:59 PM EST

LONGMEADOW, Mass. (Mass Appeal) - Dylan Bond, Registered Investment Adviser Representative, Licensed Insurance Professional and the Owner of Bond Financial Services and he's shared six things you should consider before you retire.

Bond Financial Services
171 Dwight Rd.
Longmeadow, MA 01106

info@bondfinancialservices.net

For more information call (413) 754 - 4747 or visit BondFinancialServices.net .

Six things to consider before you retire:

  1. Potential taxes in the future
  2. Cost of inflation.
  3. Cost of food fuel and healthcare not included in inflation number
  4. Establish a worst case scenario
  5. It's not all math its how you feel about things
  6. Economic impact of losing a spouse.

For a complimentary consultation call 1-800-664-1514 for more information.

Upcoming Events:

7 Fundamental Ways to not Outlive Your Money

Food & Energy Inflation, Wage & Income Deflation and 40 Years Without a Paycheck - are you prepared?

Americans are living longer and their retirement needs are changing. It is more important than ever to learn the facts so you can make the best informed decisions for you and your family.

Tuesday, December 4, 2012
6:00 PM

Wednesday, December 12, 2012
6:00 PM

Leone's Restaurant
320 Cooley Street
Springfield
413-246-7608

At this presentation we will discuss "7 Fundamental Ways to Not Outlive Your Money":

  1. Techniques that can help reduce future taxes and allow you to transfer more wealth to heirs
     
  2. How to protect your assets from nursing home costs, with or without insurance
     
  3. Strategies to avoid unnecessary and excessive taxes on IRA or 401Ks
     
  4. What are the long term implications of our ballooning national debt and the federal deficit? How does this impact your Social Security and retirement income?
     
  5. Why now is the perfect time to evaluate your accounts to see if they are positioned correctly for these financial times and how to properly evaluate risk
     
  6. Strategies that may help your money last as long as you do
     
  7. The importance of managing risk, not just hoping for returns


The material discussed in this presentation is intended to help individuals with savings and investments of $250,000.00 or more.

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