GoldstoneFinancialGroupispleasedtobeofferingnewtailored financialsolutionstopeopleintheirlatefiftiesandearlysixtieslike you.
Theybelievethatyourfinal workingyearsarethemost essential,andthatyoucan significantlymaximizeyour retirementincomeandminimize yourtaxburdenduringthistime.
Goldstonewillseehowtheycan boostthebalanceofany employersponsoredsavings plansyoumayhave,likea 401(k),byusingcatch-up contributionsandfundrollovers.
Ifyoudon’thaveanIRA, theymayalsoestablishone foryou—theyhaveseenthat RothIRAs,inparticular,can beadvantageousforpeople intheirfinalworkingyears.
Goldstone’steamwillalso seehowyourotherexisting investmentscanbemade moreprofitableand diversified,withaviewto maximizingupsidepotential andminimizingrisk.
Althoughyouhavelesstimeforyourinvestmentstogrow,Goldstone believessignificantdividendsarestillavailableiftherightportfoliois