“Sometimes all it takes to change your life massively for the better is a small action and a small success, “ says David Bach, a noted author on money matters.

Here’s a quick list of some smart money moves that will help you get your financial house in order and keep you on track for a prosperous future.

…and you’ll walk away with peace of mind knowing you’ve learned and integrated most everything you need to know to navigate a successful retirement.

Join us on Wednesday, January 20 from 6 PM to 8 PM at our offices in Lynnfield for our RETIRE IN A DAY© workshop. Seating is limited. Please call us at:

781-224-3456 or toll free at 888-323-3456.

In our RETIRE IN A DAY © Retirement Rescue Workshop, we help people answer questions like:

* How can I protect my money and still have it grow?

* What do I need to do now to get back on track?

* When can I retire?

* Will I have enough money?

* How much can I take out?

* Am I invested correctly?

* How long will my money last?

* How will I be taxed in retirement?

* Is active or passive investment management better?

My goal is to provide the peace of mind that comes with knowing you have entrusted your financial future to a team of experienced professionals that cares about making your dreams a reality - regardless of the size of your portfolio.

I work with retirees, busy professionals and growing families who are motivated to achieve financial success or need help with the challenges that result from a life changing event. My practice encompasses investment management, college funding, estate planning and divorce analysis.

For more than 20 years I have been coaching individuals and organizations on ways to improve and protect their personal or business bottom line. I am never too busy to help you or someone you know and care about.