WellesleyWeston Magazine

SPRING 2014

Launched in 2005, WellesleyWeston Magazine is a quarterly publication tailored to Wellesley and Weston residents and edited to enrich the experience of living in two of Massachusetts' most desirable communities.

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percent of your income — including any employer match — as a general guideline. Small changes can make a big difference. n TAKE ADVANTAGE of tax-deferred saving vehicles such as an IRA, 401(k), Health Savings Account, or tax-deferred annuities. If you are over 50, take advantage of "catch-up" contributions. n REVISIT YOUR ASSET MIX REGULARLY. Appropriate levels of risk and reward change according to life stage and stage of retirement. n IF YOU ELECT TO WORK WITH A FINANCIAL PLANNER, explore their background carefully and be sure to check references to assess their capability. Choose an independent advisor that is compensated on a fee basis rather than commission. Transparency is essential. What can you expect from working with them? What can they expect from you? What will comprise the strategic foundation for your financial plan? n AS THE TIME GETS CLOSER, consider working with a life coach or thera- pist specializing in life transitions to begin to develop a retirement vision. A good place to start is by reading The Couples Retirement Puzzle: 10 Must-Have Conversations for the Second Half of Life, by Roberta Taylor and Dorian Mintzer. 102 W e l l e s l e y W e s t o n M a g a z i n e | s p r i n g 2 0 1 4 Are You Ready to Retire? W A V E B R E A K M E D I A L T D / D R E A M S T I M E . C O M sources n KENT FITZPATRICK AIFATM, ARPCTM kaf@assetstrategyrc.com n WILLIAM B. REEVE, CFA, CFP, MBA Director of Financial Planning wbr@AssetStrategyrc.com n ASSET STRATEGY CONSULTANTS 5 Commonwealth Road Suite 3A Natick, MA 01760-1526 781.235.4426 www.assetstrategyrc.com n WILLIAM J. CADIGAN President Wellesley Investment Partners 47 Church Street Wellesley, MA 02482 781.431.1325 bill@wellesleyinvestmentpartners.com www.wellesleyinvestmentpartners.com n DR. SALLY OURIEFF www.translationalconsulting.com Sally@translationalconsulting.com n MARCEL QUIROGA RMA Chief Relationship Officer and Director of Marketing Capital Formation Group, Inc. 60 Walnut Street Wellesley MA 02481 781.237.0123 marcelq@capformgroup.com www.capitalformationgroup.com n IRA G. RAPAPORT CPA / PFS, CFP ® , CIMA ® , AIF ® , MST Managing Member, CEO New England Private Wealth Advisors, LLC 36 Washington Street, Suite 395 Wellesley, MA 02481 781.416.1700 ira.rapaport@nepwealth.com www.nepwealth.com 090-102_WWMa14_ready to retire_v3_WellesleyWeston Magazine 2/1/14 4:36 PM Page 102

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