Have you ever questioned whether you should be "doing something" with your money, after a long period of strong investment returns? It's a common predicament for investors—especially those nearing retirement—to feel hesitant when markets hit all-time highs. If you're interested, feel free to read my recent blog post on the topic
Eppolito, Carbone & Co., LLC.
Financial Services
Chelmsford, Massachusettes 106 followers
"Your Trusted Family Advisor"
About us
At Eppolito, Carbone & Co., our mission is to serve as your trusted family advisor. With over three decades of industry experience, we strive to reduce our clients’ financial anxiety and guide them through their likely long and arduous journey. __________________________________________________________________________________ Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Eppolito Financial Strategies, LLC. is not a registered broker/dealer, and is independent of Raymond James Financial Services Securities offered through Raymond James Financial Services Inc. Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.
- Website
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http://www.eppolitofinancialstrategies.com
External link for Eppolito, Carbone & Co., LLC.
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Chelmsford, Massachusettes
- Type
- Self-Employed
- Specialties
- Financial Planning, Investment Management, Estate Planning, and Insurance Planning
Locations
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Primary
One Meeting House Rd.
Suite 14
Chelmsford, Massachusettes 01824, US
Employees at Eppolito, Carbone & Co., LLC.
Updates
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In retirement, the way you extract funds from your savings becomes as crucial as how you've saved during your working years. Each withdrawal can potentially influence your financial longevity, exposure to financial risks, and the taxes you pay... if you're interested in learning some best practices for spending down your money in retirement, read my blog post below!
Retirement Withdrawal Strategy In The US: Simplified Guide for Beginners
eppolitofinancial.com
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Market volatility often strikes a different cord when you're regularly withdrawing from your investments. If you're currently or soon to be retired, here's a quick blog post on how to protect your retirement income from market volatility.
Protecting Retirement Income From Volatility
eppolitofinancial.com
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Eppolito, Carbone & Co., LLC. reposted this
For parent's with a rapidly approaching college liability... College is typically a buyers' market! For example, 89% of student's attending private schools will receive a price break. So, it's important to avoid overpaying! This may be a crucial step to getting through college without compromising your retirement. If you're interested, read my blog post to learn more.
Paying for College
eppolitofinancial.com