Financial Advisor Dartmouth & Westport
Change is constant. How you deal with it determines your investing success
Consider me for your financial advisor when switching from growing your retirement accounts to distributing them.
This transition usually means moving some money from stocks to bonds, and I am well-schooled in the economy, inflation, markets, interest rates, and the bond market.
Before coming to Cambridge Investment Research Advisors in 2010, I spent 20 years with MetLife, so I am also well-versed in guaranteed retirement products such as variable and fixed annuities.
- Review the fees in your 401k plan or 403b
- Review the fund lineup in your 401k plan or 403b
- Check if there are enough choices to provide retirement income security
- Calculate your retirement risk-tolerance score
- Compare your retirement risk score with your current 401k or 403b allocation
- Recommend whether you should leave your 401k or 403b in your plan or roll it to an IRA
- Design your retirement portfolio in your 401k, 403b, or IRA using your retirement risk tolerance and income goals
More About Tim
I will provide expert and highly personalized financial planning, retirement planning, and wealth management from my Dartmouth office, when you need an independent financial advisor in Massachusetts (Mattapoisett, Marion, Hingham, Fairhaven, Southborough, Martha’s Vineyard or Rhode Island Providence and Newport.)
Please be sure to speak to your advisor to consider the differences between your company retirement account and investment in an IRA. These factors include, but are not limited to, changes to the availability of funds, withdrawals, fund expenses, fees, and IRA-required minimum distribution.
Social Media Follow
When the Seasons of Life Change, Your Financial Strategy Should Change, Too
To try to develop the most effective retirement income strategy for the middle class, Stanford University’s Center on Longevity analyzed and compared 292 scenarios.[i] Its conclusion is a two-prong strategy. First, delay taking social security until age 70 by working...
Congratulations, Fran and Ami Adams, for your marriage of over 40 years; two great kids; and two grandchildren, ages 3 and 11. You have built a substantial nest egg that you would like to  start sharing with your kids and grandkids and  pass on to them after you...
The U.S. stock market has come a long way from its Great Recession low. That low, when the S&P 500 bottomed out at 666 on March 9, 2009, is called “the Haines’ bottom,” named after legendary CNBC anchor Mark Haines, who called the bottom of the market’s plunge on...