Protect your savings while retired

Many people think of retirement planning as saving enough money to live the lifestyle they’ve envisioned and do the things they’ve planned. Jim Cornfeld, a Certified Financial Planner associated with Buckingham Strategic Wealth, will explain to us that the financial skills and planning we need for this new phase of life are different and often more complicated and can be implemented even before retirement begins. In this presentation, he will show an overall spend-down strategy and discuss several specific strategies to decrease tax costs and increase the odds of having enough money in retirement to meet our goals. The Old Guard meeting will be held at the New Providence Borough Hall on February 12 starting at 10.0 am until 11.30 am. Guests are welcome. For more information visit our web site www.summitoldguard.org