FINANCIAL STRATEGIES FOR A SECURE RETIREMENT

THE RETIREMENT PUZZLE – PUTTING THE PIECES TOGETHER

Join this not-to-be missed opportunity to review your retirement finances, explore how the tax law changes can impact you, and make sure your money lasts as long as you do. We’ll look at the big picture for developing a hierarchy of spending and investing your money in retirement and strategies that provide a better outcome, regardless of investment performance. Learn how the tax code impacts retirement planning. Discover special rules to manage your 401(k), 403(b) and pension as you approach retirement and what you need to know about target funds. Find out why investment strategies must be different in retirement; when a Roth IRA makes sense; the hype around annuities; forgotten financial pitfalls and alternative ways to preserve your nest egg against long-term care costs. 

Meet Our Panelist Leigh McCloskey:

Leigh McCloskey, Financial Advisor, The Bulfinch Group, builds relationships on trust and understanding and works to help people coordinate and integrate all aspects of their personal, business, and economic lives. Leigh’s patience, diligence, and care foster long-term relationships with individuals, families and small businesses and are a hallmark of his approach to helping his clients attain financial confidence. www.bulfinchgroup.com

This seminar is for informational purposes only. Leigh McCloskey, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 160 Gould Street, Suite 310, Needham, MA 02494. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 781-449-4402. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, Inc., an affiliate of The Bulfinch Group, Inc. The Bulfinch Group, Inc. is not licensed to sell insurance. The Bulfinch Group is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. The Guardian Life Insurance Company of America, New York, NY. Guardian^® is a registered trademark of The Guardian Life Insurance Company of America. PAS is a member FINRA, SIPC. CA Insurance License #0I85624; FL Insurance License #W188535. 2021-129530 Exp 12/9/21