Factors To Consider and A Big Misconception for Lifestyle Planning in Retirement

David Belisle talks about the questions people should consider when planning their lifestyle in their retirement years. David defines this process and shares what calculations and tools he and his Paramount Financial team can make during this discussion – and how each person’s case is specific. He also shares the biggest misconception he has seen people have about their retirement. And David discusses his desire for warm weather to return to New England.

Call Paramount Financial today at 978-406-9137 to discuss retirement strategies and get walk through the “Retirement: Ready or Not?” discussion. Space is limited, so call or hit the contact button and learn more at ParamountFinancialMA.com.

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Sign up for David’s educational tax seminar on June 3rd and 4th at the Williams Inn in Williamstown. Space is limited, so sign up now: https://keap.page/qju393/taxes-in-retirement-event-registration.html

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