Derek Gardella, Financial Representative at The Bulfinch Group

Derek Gardella, Financial Representative at The Bulfinch Group Helping families forge a legacy that lasts for generations

Writing down your retirement goals can help you think ahead.  Use this worksheet to determine if your sources of income ...
10/29/2021

Writing down your retirement goals can help you think ahead. Use this worksheet to determine if your sources of income will be enough to potentially help you live comfortably during retirement, or recognize any gaps.

livingconfidently.com

The topic of health care is important. Pre-retirees increasingly cite the cost of health care as their top financial con...
10/28/2021

The topic of health care is important. Pre-retirees increasingly cite the cost of health care as their top financial concern for retirement. Read this article to learn more.

livingconfidently.com

Have you ever considered an early retirement? Read this article to see how you can help set yourself up to retire early.
10/27/2021

Have you ever considered an early retirement? Read this article to see how you can help set yourself up to retire early.

livingconfidently.com

An early retirement sounds like an attractive option for many who dedicate a majority of their time working in their you...
10/25/2021

An early retirement sounds like an attractive option for many who dedicate a majority of their time working in their younger years. Read this e-Book to see if an early retirement may be right for you.

livingconfidently.com

Investing for the long-term is key when saving for retirement income.  It's never too late to start planning for retirem...
10/21/2021

Investing for the long-term is key when saving for retirement income. It's never too late to start planning for retirement. Read this article to learn how you can start today.

livingconfidently.com

10/06/2021

limra.com

10/06/2021

cnbc.com

Many clients don't realize that they may be able to take a life insurance payout in the form of an annuity, and get a st...
10/05/2021

Many clients don't realize that they may be able to take a life insurance payout in the form of an annuity, and get a stream of income that lasts for life. This article can help explain the pros and cons of this benefit option:

www.guardianlife.com

10/01/2021

glic.wistia.com

09/29/2021

money.cnn.com

Prioritize your finanical health today with whole life insurance in mind.
09/29/2021

Prioritize your finanical health today with whole life insurance in mind.

Address

160 Gould Street
Needham, MA
02494

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 7pm
Friday 9am - 5pm

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