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Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree’s (or those near retirement) how the pandemic has had an impact on their finances: What are they more worried about? What impact has the pandemic had on their retirement?...
Chris, Scott, and Jeff discuss a recent Kiplinger survey asking retiree’s (or those near retirement) how the pandemic has had an impact on their finances: What are they more worried about? What impact has the pandemic had on their retirement? What are their financial goals for the next year?
Jeff discusses the upcoming Something More Mentoring Program and seminar “Financial Impacts of Proposed Policy Changes from Washington, D.C.”. Register at 508-771-8900 or email clientservices@AMRfinancial.com.
