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Social Security Jitters? Better Prepare Now

If you are worried about the future of Social Security, [more]

For Savers, It Was Hardly a Lost Decade

By RON LIEBER Published: January 1, 2010 It was the age [more]

New Rules Ease Roth Conversions, but Benefits Vary

Don’t be surprised if your broker calls in the next [more]

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Manchester, New Hampshire 03104
phone: 603-624-8462   fax: 603-624-8274

info@curbstonefinancial.com

July 27th, 2009

Boot Camp for Retirement from NY Times

A Boot Camp to Prepare for Retirement

By TARA SIEGEL BERNARD
Published: July 24, 2009

Marcia Tillotson and Joy Kenefick aren’t your typical drill sergeants.

They run what they call a retirement boot camp, aimed at making sure their investment clients who are contemplating retirement know exactly what they’re getting into. The exercise focuses primarily on finances — after all, the two women are partners in a financial advisory practice that is part of Wells Fargo Advisors in Charlotte, N.C.

Please use the link to read the entire article on the NY Times website

http://www.nytimes.com/2009/07/25/your-money/25money.html?ref=your-money