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Financial Pizza

Jun 18, 2021

Plenty of discussion this week. Coach Pete D’Arruda says your retirement plan needs to be regularly evaluated. Kevin Frisbie breaks down the pieces of a good retirement plan. Richard Pellitier says it’s a bit tricky if one spouse wants to retire while the other keeps working. Mike Levy points out the importance of keeping your beneficiary designations up to date. Marc Geels outlines what we really need to retire. Brian Quaranta says he and his team are problem solvers. Morgan Patrick takes us back to 1965.