Elizabeth P. Sampson, CFP® and Richard J. West, CMFC®
Offering individualized financial
& investment planning services

(781)404-7009    (978)206-2375

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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Business Owner

Business Owner

It takes time, talent and tenacity to turn your small business into a thriving operation. I can help.

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Business Planning

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Options for an inherited IRA or employer retirement savings

You’ve inherited an IRA or employer retirement plan account. Now what? Learn your options and tax considerations.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Walk in Our Shoes

Planning your financial future is a journey you don’t have to walk alone.

Business Planning

Continuity planning is key to your business’s future. Call me to discuss a plan for passing the torch.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

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