Summary: Learn about the challenges facing public employee pensions and the potential benefits and drawbacks of switching to 401(k)-type plans. Contact Tim for more information.
Summary: Learn about the background of the DOL Fiduciary Rule and its benefits for consumers. Discover the timeline and updates surrounding the rule.
Summary: Discover the key components of retirement planning – Social Security and Medicare. Social Security provides a lifelong income stream, while Medicare ensures you have
Summary: Learn about Stanford University’s Center on Longevity comprehensive study on optimal retirement strategies for Social Security. Find out their two-prong strategy for maximizing benefits.
Summary: Contact Tim for help navigating the Department of Labor’s new retirement plan regulations. Covered service providers must describe their fees and services. The goal
Summary: Discover the contribution limits and catch-up options for various retirement plans, including 401(k), SIMPLE IRA, SEP IRA, 403b, and 457.
Summary: Discover the key aspects of public employee pensions, including funding gaps and employee contributions, as well as the potential solutions for states.
Summary: As a retiree with a substantial 401(k) balance, you need income, not growth. But with interest rates low, where do you go for income?
Tim has offices in Boston and South Dartmouth, Massachusetts. He’s licensed to handle securities in 8 states: Massachusetts, Rhode Island, New Hampshire, New York, New Jersey, Connecticut, Maine, and Florida.
Securities are offered through Cambridge Investment Research, Inc., a Broker-Dealer, member FINRA/SIPC. Investment advisory services are offered through Cambridge Investment Research Advisors, Inc., an SEC Registered Investment Adviser.
This communication is strictly intended for individuals residing in the States of MA, RI, NH, CT, NY, ME, PR, and FL. No offers may be accepted from any resident outside the specific state(s) referenced. WWW.FINRA.ORG, WWW.SIPC.ORG
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