Principles of a Successful Retirement

There are steps you can to help guide you towards reaching your retirement goals. While each person’s goals are unique, there are principles which can apply to each situation.

S. Katherine Roy is frequently quoted in the financial press and is a top-rated conference speaker on retirement issues. She earned a B.A. from Yale University and (along with Ralph) is a Certified financial PlannerTM certificant.

Using a few slides from J.P. Morgan’s graphic Guide to Retirement, you’ll discover seven principles leading to financial independence after a lifetime of work. And hopefully, develop questions for your advisor to address individually.

S. Katherine Roy and J.P. Morgan Asset Management are not affiliated with LPL Financial or Enduring Wealth Advisors®

Ralph Bender is a registered representative with advisory services and securities offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC