Mass Appeal Tips for Planning Your Retirement: Transition Your Goals

Mass Appeal Tips for Planning Your Retirement: Transition Your Goals

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Tips for Planning Your Retirement: Transition Your Goals

Updated: Wednesday, 27 Feb 2013, 4:30 PM EST
Published : Wednesday, 27 Feb 2013, 4:30 PM EST

LONGMEADOW, Mass. (Mass Appeal) - There are ten things you should know when planning your retirement. Each week we'll share a new tip with you. This week, Dylan Bond, Owner of Bond Financial Services, explained part six, transitioning your goals.

Bond Financial Services
171 Dwight Rd, Longmeadow, MA 01106
info@bondfinancialservices.com
(413) 754-4747
BondFinancialServices.com

10 Things You Should Know When Planning Your Retirement Income:

Tip #1. Plan for a Long Life:
Tip #2. Health Care Expenses Will Increase
Tip #3. You'll Need a Housing Plan
Tip #4. Plan for Long-term Care Assistance
Tip #5. Inflation May Matter More in the Future

Tip #6. Transition Your Goals

Once retired, you no longer have the investment timeline to help you recover from the impact of a down market.
Your goals should revolve around what it is you want your money to do for you in retirement.
What is the purpose of it - to be comfortable and secure or to live in luxury?
Combine growth opportunity with guarantees


Upcoming Investment Seminars - "7 Fundamental Strategies to NOT Outlive your money":
Designed for people 50 and older with questions about retirement income planning.

Wednesday, February 27th
La Cucina di Hampden House
1 Allen Street, Hampden

For more information or to make a reservation call (413) 246 - 7608.
 

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