Not all retirement expenses are created equally. As you prepare for retirement, it’s important to understand there are generally 2 kinds of retirement expenses. This worksheet helps identify your retirement income needs in 4 easy steps.
Everyone has a JUNK drawer that accumulates thumb tacks, random pliers, rubber bands, old batteries, and pens that don’t write. Most people also have a financial junk drawer. If you have a financial junk drawer, the first step in cleaning it out is finding the junk itself. This checklist will help to get you started!
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Advisory services offered through The Patriot Financial Group Insurance Agency, LLC dba Ascutney Financial Group. Ascutney Financial Group is a registered investment advisor.
The information contained in this website is for residents of the United States and is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any security or product that is referenced herein. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. We do not provide legal advise; therefore it is important to coordinate with your legal advisor regarding your specific situation.
Advisory services offered through The Patriot Financial Group Insurance Agency, LLC dba Ascutney Financial Group. Ascutney Financial Group is a registered investment advisor.
The information contained in this website is for residents of the United States and is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any security or product that is referenced herein. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. We do not provide legal advise; therefore it is important to coordinate with your legal advisor regarding your specific situation.
CLICK HERE FOR A COPY OF THE PATRIOT FINANCIAL GROUP RELATIONSHIP SUMMARY (FORM CRS.) Free and simple tools are available to research firms and financial professionals at INVESTOR.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.”