Pre-Retirement

Retirement planning

The road to retirement may be marred by speed bumps. Often these are challenges that arrive in the form of poor financial habits, competing financial goals, volatile financial markets, and/or economic setbacks, including:

  • Saving too little or too late
  • College for your children
  • Caring for children or older relatives
  • Losing a job
  • Losing a spouse

Financial and retirement planning can help you become better prepared to meet and overcome these challenges. If you would like to learn more, please contact my office by calling 914-725-8790 or sending an e-mail to leitrsm@optonline.net.