Throughout the planning process, your Financial Advisor will continue to help you work towards your retirement goals by constructing a portfolio of investment vehicles for your specific savings needs. Your portfolio may include the use of managed accounts, mutual funds, bonds, stocks, ETFs, annuities and other investments. Together with your Financial Advisor, you’ll determine the best mix of investments, account types and fee structure for you. For individuals who are close to, or in retirement, our Retirement Income and Cash Flow Planning can help determine the annual amount you can comfortably spend during retirement. We can also make various recommendations that can help you make the most of the retirement savings you have. Contact your Janney Financial Advisor to get started.
The following PDFs highlight common retirement issues and solutions.
Retirement Risks You Can & Cannot Control
Six Tips for Retirement Literacy
To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/
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