Home / Special Report / Retirement brings new considerations to your financial planning (access required)

Retirement brings new considerations to your financial planning (access required)

Whether planning your estate or just daily finances, experts should be consulted

Before people pull the trigger on retirement and “convert their portfolios into replacement checks,” certified financial planner Victoria Ferren suggests that they spend a year tracking their expenses and start living as if they were already retired. Ferren, the director of financial planning at Sage Rutty and Company Inc. in Rochester, says that many soon-to-be retirees ...

Leave a Reply

Your email address will not be published.

x

Check Also

The second Luminate NY cohort.

NextCorps announces 2019 Luminate NY cohort (access required)

The second cohort of the Luminate NY accelerator has been announced, featuring 10 companies stretching from Israel to California. The ...

rbj-111618-web-front

November 16, 2018 (access required)

Complete access to news articles on rbj.net is available to Rochester Business Journal's subscribers who are logged in. Subscribers may ...