Jesse Maltzman CFP, ChFC

Jesse Maltzman CFP, ChFC

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Working with clients since 2003 to secure their financial futures and leave a lasting legacy.

-Reti

How Sequence of Returns Can Affect Your Retirement Savings 06/04/2022

There are 5 primary risks to your retirement income: Inflation, Longevity, Withdrawal Rate, Long Term Care needs, and Sequence of Returns.

How Sequence of Returns Can Affect Your Retirement Savings How Sequence of Returns Can Affect Your Retirement Savings

Freelance Financials: How To Protect Your Wealth While Moving To Contract Work 06/03/2022

Freelance Financials: How To Protect Your Wealth While Moving To Contract Work The reason people turn to freelancing or contract work varies from out of necessity to a deep desire to go it alone. But, whatever the reason, taking steps to secure your finances will allow you to ensure success.

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