Moving, especially across state lines, can impact your retirement. Bruce and Peg offer six things to consider to help your finances stay steady while you’re on the move.
The opinions voiced in this show are for general information only and are not intended to provide
specific advice or recommendations for any individual. To determine which investment(s) may be
appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to investing.
This information is not intended to be a substitute for individualized tax advice. Please consult your tax advisor regarding your specific situation.
All investing involves risk including loss of principal.
Government bonds and Treasury bills are guaranteed by the US government as to the timely payment of principal and interest and, if held to maturity, offer a fixed rate of return and fixed principal.
Series 7, 53 & 63 Securities Registrations,1 Series 65 Advisory Registration,† Insurance License Peg was attracted to the financial services industry early in her career. She feels fortunate to be able to use her 30 years of in-depth knowledge working alongside Preston, the Roundtable™ and their staff to prepare clients for retirement. A lifelong learner, she enjoys collaborating with her team to stay on top of the best practices regarding comprehensive planning....Read More