Scott Advisory Group

03/17/2025

Women in the Worcester area, if you're approaching retirement and want to learn about Social Security, this dinner event is for you. At The Sole Proprietor on 4/17, Female Financial Advisors welcome you to relax, dine and discover. We'll help you better understand:

🔑 When to start your Social Security benefits
🔑 Your Medicare Options
🔑 Potential Tax Implications
🔑 How the New Administration will Affect Your Benefits

Call Samantha at 774-242-3336 to secure your seat.

Click the link to learn more!

Join Us for a Ladies’ Learning Event at The Sole Proprietor in Worcester, MA! Enjoy an evening of delicious food and wine while gaining valuable insights on maximizing your Social Security benefits. This complimentary dinner event is designed for women who are preparing to take Social Security or ...

08/07/2024

You aren’t supposed to know exactly what to do with your money. It’s complicated! A financial advisor works full time to be an expert on investing so you can focus on your career and family. But, you can know the basics to set yourself up for success. Here are some errors we see people making in the years leading up to retirement:

8 Retirement Mistakes to Avoid

1. No Strategy: Without a plan, it’s hard to reach your goals. Develop a clear strategy for both pre- and post-retirement.
2. Frequent Trading: Avoid chasing trends. Stick to a diversified investment strategy that fits your long-term goals.
3. Not Maximizing Savings: Don’t miss out on free money from employer-matching contributions in your 401(k).
4. Prioritizing College Over Retirement: While education is important, don’t compromise your retirement savings for it.
5. Ignoring Healthcare Costs: Prepare for potential healthcare expenses to protect your retirement funds.
6. Poor Timing: Adjust your investments ahead of retirement to avoid losses during market downturns.
7. High Debt: Reduce debt before retiring to avoid financial strain.
8. Health Matters: A great retirement also depends on staying healthy and active.

Plan smartly and avoid these common pitfalls for a secure and enjoyable retirement! Contact us to make sure you are prepared for retirement when the time comes.

07/04/2024

Wishing you and your family a happy and safe Fourth of July! 🇺🇸

02/13/2024

Dine & Discover: Join us for a ladies’ learning event at The Copper Door in Salem, NH, where we’ll be dishing out valuable insights on maximizing your Social Security Benefits -- All while indulging in delicious food and wine. This is a dinner event designed for retirement age women preparing to take Social Security, but have questions. We will break it all down for you in a comfortable environment with a gentle approach.

Samantha and Jessica Scott are female financial advisors and sisters who specialize in retirement planning. We take pride in educating our clients with a down-to-Earth approach to make retiring feel relaxing instead of stressful. With offices in Windham and Worcester, we help clients throughout New England.

Reserve your seat for free by calling 508-735-7579. We look forward to seeing you!

Investment Management Firm outside of Boston, MA serving clients locally and nationwide. Co-founded by sisters who are Third Generation Financial Advisors

12/28/2021

Another year is coming to an end and we want you to head in to 2022 finding success in all you do- including in your financial status.

PLUS- most of these can be done from your phone or laptop- so squeeze it in before the end of the year!

Read more about these 5 easy steps here: https://bit.ly/3s7ElKX

12/25/2021

Happy Holidays from all of us at Scott Advisory Group!

12/22/2021

Reason 8: We’re young.

Being younger than your average Financial Advisor is a good thing. With years of experience in both the world of investing and technology, we offer the best of both worlds.

8 reasons to work with us: https://bit.ly/3ESmwD3

12/20/2021

Happy Holidays from Scott Advisory Group!

We’re gearing up for the holidays with limited availability this week. If you have a client question, please send us an email today!

12/17/2021

Reason 7: You can call us 📲

Many online firms and even local advisors connect you to a call center before you can actually talk to an advisor. Not us. We’re reachable directly by phone and email.

Learn more about working with us: https://bit.ly/3DNdmXb