"25 Years Strong, Thank You for Being Part of Our Journey” SAVE THE DATE - September 11th 2025 We’re celebrating a major milestone – 25 years of guiding our clients to financial success and security! Join us for an exclusive event featuring Dr. Marc Milstein, a renowned expert in brain health, aging, and wellness. Date: Thursday, September 11th 2025 Location: Governors Inn, Wakefield St. Rochester NH 6:00pm
A Revocable Trust is a versatile and powerful Estate Planning tool that can offer many advantages over just a basic Will. Perhaps the biggest difference between a Will and a Revocable Trust is this: a Will must be probated, whereas a Revocable Trust allows your assets to bypass the probate process entirely. If you own real estate and have children, a Revocable Trust will allow your kids to skip the costly, time consuming and public probate process and have instant access to all trust assets in accordance with your wishes.
For this month's newsletter I felt it appropriate to remind our readers of an area that we feel we shine retirement planning. Many people have benefited from sitting with me to provide, “light at the end of the tunnel.” Our retirement program we utilize is called Journey Guide. This is a software program designed to provide confidence in your retirement journey.
As the year draws to a close, we want to take a moment to express our sincere gratitude for the trust and confidence you have placed in us. It has been our privilege to serve as your financial advisors, and we are deeply appreciative of the opportunity to support you in achieving your financial goals.
Consider these six questions: Why retire now? Who will you be spending time within retirement? What activities will you pursue? Where will you live? How soon do you need or want to leave work? And perhaps most importantly, how will you pay for retirement? If you can’t answer these questions, you may not be ready!
For this month’s case study I felt it appropriate to give an example of how many of you retirees could put a few dollars away each year, as long as you’re still working. For this month’s hypothetical example lets use my client Norm, who bags groceries at a local grocery store three days a week.
