The Retirement Financial Center

03/22/2024

Join us on Thursday April 4th at 6:30 pm for a Special Presentation about preparing your real estate for legacy purposes. Register at www.retirementctr.com or call 978-777-5000 to reserve your spot!

02/12/2024

Our guest speaker Ron Kearns always leads an engaging and informative class, and his recent presentation on protecting family assets from the nursing home was no exception. Be sure to follow us on Facebook and sign up for our newsletter so you can be the first to know about future Classes at the Barn!
https://www.retirementctr.com/webform/form-1697650945

01/30/2024

Join us tonight, Tuesday January 30th! You won't want to miss guest speaker Ronald Kearns, RN, Elder Law Attorney. A seasoned expert in elder law and Medicaid planning, Attorney Kearns will cover gifting, trusts and other tools to protect the home and other assets from nursing home expenses.
Click here to register:
https://www.retirementctr.com/webform/January2024Classes

01/24/2024

Don’t miss Guest Speaker Ron Kearns, RN and Elder Law Attorney and his presentation on gifting, trusts and other tools to protect the home and other assets from nursing home expenses. As an attorney with a nursing background, Attorney Kearns brings unique knowledge to Elder Law.

Follow this link to reserve your spot!

https://www.retirementctr.com/webform/January2024Classes

10/10/2023

What a fabulous event! Last Wednesday we hosted two great speakers at the Barn. First, Curtis Ranta from Hartford Funds gave us an Economic Update. Then Timothy O’Mara from Nationwide Life Insurance Company Social Security Institute spoke about Social Security Optimization. This ever-relevant topic brought out a great crowd. Stay tuned for more great educational events brought to you by The Retirement Financial Center.

09/22/2023

Learn why you should plan when to begin taking your Social Security benefits at our Special Presentation on October 4th.
Please register here: https://www.retirementctr.com/classes/social-security-strategies

08/25/2022

Dear Clients,
This article summarizes clearly what the College loan forgivenss plan will do. If you have any questions or know anyone who may be affected this pleae fell free to contcat us.

What the president’s plan means for the millions of Americans with student debt

03/25/2021

National Consumer Protection Week: Beware of Pandemic Scams

This past year, scam artists have taken advantage of people's concerns over the coronavirus pandemic to defraud them of money. According to the Federal Trade Commission (FTC), consumers reported losing more than $3.3 billion to fraud in 2020, up from $1.8 billion in 2019.1 This week is National Cons...

02/18/2021

Revisiting the 4% Rule

Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging. How much of your savings can you withdraw each year? Withdraw too much and you run the risk of running out of money. Withdraw too little and you may miss out on a more comfortable retirement lifes...