Money in Motion Moment: End-of-Year Retirement Planning

We recently released some fascinating new findings from our very own statewide survey about retirement readiness in Massachusetts. Did you know that 24% of Massachusetts residents over 45 are just guessing when it comes to their retirement plans?! Check out the infographic for more interesting findings below and get the scoop on the rest of the survey results here.

And rest assured…as a Compass Point Retirement Planning client, you’re not part of that 24%. “Our clients don’t have to worry, because we’ve been planning together,” said Michael LaBrie, Compass Point Retirement Planning co-founder and advisor. “We created the TRU Method for retirement planning to help clients feel confident that their money map for retirement is based on solid math – not guesses.”

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2018-10-30T18:48:17+00:00