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Your email address will not be published.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

baumet_bob

Keuka College

Keuka College announces the hiring of Bob Baumet as vice president of finance and administration. He brings over 25 years ...