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Retirement Strategy

In this webcast from Marketwatch, Senior Editor Angela Moore discusses retirement issues with Chris Chen, CFP® and author Fritz Gilbert.

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You work hard every day. You always have. But how can you be sure that you will be able to enjoy the comforts of life when it comes time to retire? Are you doing enough with retirement planning now for your future? Is your money growing at the right rate? Have you planned your retirement income including Medicare and Social Security? Have you planned for your taxes in retirement? Have you saved enough to take into account the effects of inflation on your lifestyle, our increased longevity, the uncertainties of the economy and financial markets, and taxes?

P.R.O.A.C.T.I.V.E Approach

At Insight Financial Strategists LLC our process is designed to help you feel comfortable that your resources are deployed in the most effective way to enable you to maintain your lifestyle through retirement.  Our P.R.O.A.C.T.I.V.E. process is designed to implement a conservative personalized income distribution strategy that will help maintain your standard of living over time, preserve assets in a tax efficient way, and give you financial peace of mind. With many of us looking to spend 20 or 30 years or more in retirement, personal finance strategies for planning contingencies can be overwhelming. It takes an experienced strategist to help you navigate the complexities, and we can do that for you.

Our Lifetime Plan is a conservative, personalized retirement planning that will help you maintain your lifestyle, and let you focus on what you enjoy most.  Give us a call today so we can start the process of helping you determine the best strategies for you and your family.

Many of our clients live in Lexington MA, Arlington MA, Bedford MA, Concord MA, Newton MA, Boston, Brookline, Weston MA, Waltham, Cambridge MA, Belmont MA, Lincoln MA, Watertown, Wellesley, Winchester MA.