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 brings 30+ years of experience in the financial services industry. A lifelong learner, she enjoys giving advice on comprehensive planning including financial planning, tax planning, retirement planning, risk management and estate planning. She is one of the founders/partner of the “Roundtable”. All specialists you need, all in one...Read More