Retirement Planning for Baby Boomers: How to Make Sure You're Prepared

Freedom To Retire

Are you a baby boomer approaching retirement? If so, you're not alone. But many baby boomers are feeling behind the 8 ball when it comes to their retirement savings. Jim discusses the importance of having a comprehensive retirement plan that takes into account all of your income sources, such as Social Security, pensions, and investments. He also talks about the different types of investments that are appropriate for retirement, and how to manage your taxes in retirement.

If you're a baby boomer who's worried about your retirement, this episode is for you. Listen and learn how to create a plan that will help you enjoy a comfortable and secure retirement.

For your custom comprehensive retirement plan call Jim today!

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About Jim Cipriotti, AIF®, Founder

James (Jim) V. Cipriotti, AIF®, has been serving his clients in the greater Philadelphia and southern New Jersey area for nearly 25 years. James always puts the best interests of his clients first. By taking a comprehensive approach, James looks at all aspects of his clients’ financial portfolio to help develop a detailed strategy for the future.

Jim graduated from St. Joseph’s University in 1998, magna cum laude with a bachelor’s degree in finance at the top 25 in his class. At the start of his career, Jim was hired by Prudential as a full-service financial advisor offering investment, insurance, and financial planning services to help his clients reach their financial goals. Rapidly excelling towards the top of his agency, Jim decided to take the next step in his career and became the general manager of his own ING agency.

Throughout his years of experience, Jim has earned multiple financial professional distinctions, including the certified senior adviser designation. Jim has also earned the revered chartered mutual fund counselor accreditation. Always keeping his clients’ best interests in mind, his main focus is to safely grow their wealth.

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