Back in 1978 when I started my first professional job after law school the concept of retirement was vague and abstract.  Forty-five years later it is a bit more real, not only for me, but an entire generation of baby-boomers!  Whatever age we are, it is critical that we envision how we want to live during our golden years and take concrete steps to make it happen.  That means matching your investment strategies in employer plans, individual IRAs and Roth plans; and making sure your taxable brokerage accounts fit your needs while balancing your risk tolerance against the portfolio growth necessary to achieve your wealth goals. 

At Rumley Financial Services, we can help you achieve your retirement goals!  Give us a call at 907.222.RUMM (7866) or email at patrick.rumley@rumleyis.com to schedule an appointment.