Retirement Readiness: Maximizing Your Retirement Savings (Ep. 3)

In our third episode of our Retirement Readiness Journey, Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF®, Partner, Financial Advisor, dive deep into the mechanics of saving as you approach the ten-year countdown to retirement. While most people immediately think of their 401(k), a truly resilient plan requires a balance of cash, retirement vehicles, and non-retirement investment accounts. Key Topics Covered: The New Rule for Emergency Savings: Why the ...