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Do the new tax laws confuse or overwhelm you? Straightforward and direct answers will be provided at free seminars that help outline the new “Tax Law and How it Impacts your Retirement”.

The complimentary seminar will be held at Fairing Way, 25 Stonehaven Drive South Weymouth, MA 02190. Guests can choose from one of the following times – Tuesday, January 22, noon – 1:30 pm (lunch will be served); Tuesday, January 22, 5:00 pm – 6:30 pm (dinner will be served) and Wednesday, January 23, noon -1:30 pm (lunch will be served).

The discussion will be led by a panel of retirement experts who will address
new tax law changes, financial, legal, housing and other considerations
critical to retirement security and reducing longevity risks. Expert
panelists will include Paul Dion, CPA, a Certified Tax Coach; Doug Beck,
Tailwind Wealth Management; Attorney John O’Connor, O’Connor & O’Connor, LLC; Attorney Patrick Kelleher, Patrick J. Kelleher & Associates, PC; Chris Downey, Harbor Mortgage Solutions, a Housing Wealth Advocate; and moderator George Downey, Seniors First founder, providing seniors with trusted advice and resources. 

Fairing Way is a 55+ independent living retirement community located within the intergenerational community of Union Point, and is located at 25
Stonehaven Drive, South Weymouth, MA 02190. Information about opportunities to move to Fairing Way will also be presented at the seminar.

Although the seminars are free, seating is limited, and reservations are
required. Please RSVP for yourself and a guest by calling (781) 660-5021 or register online at https://www.fairingway.org/page/home

Maximizing Retirement Savings…

…requires a “Total Wealth” perspective. What is “Total Wealth?” It’s anything that can be converted into cash to fund your retirement expenses and dreams. Most of us think of savings accounts, mutual funds, annuities, and what’s in our wallets as our “liquid” wealth, but there are other assets — sometimes sizable — that can and should be included as we manage out total wealth strategy.

Individuals need to understand how to most appropriately structure their Total Wealth;

How can I structure my Total Wealth to provide during my retirement and avoid running out of savings, and address demands including:

• Evaluating in-home care resources to provide for extra help I may need
• Retrofitting my home to accommodate aging
• Protecting my legacy for the next generation

Most of us avoid “rollercoasters” as we grow older…

…unfortunately, stock and bond markets don’t always abide by our wishes for smooth returns!

Seniors are facing an increasingly challenging investment climate:

Rates are rising and negatively impacting bond prices, yet at the same time yields remain historically low and difficult to live off of unless investing in either longer maturity bonds, or lower quality bonds — both come with not insignificant risks.

As the Federal Reserve continues to tighten monetary policy, equity markets are feeling the pressure, compounded by what appears to be at least a temporary plateauing of the equity market and its earnings cycle.

Implementing a Total Wealth Strategy can improve investment flexibility and withdrawal strategies.