Financial Strategies Toward a Secure Retirement
Adult Enrichment / Technology, Finance & Career -
Spring 2025
Please note: This class will take place at the Gibbs School.
The investment landscape has changed significantly in recent years, and many near retirement need to understand how to prepare for the future with less risk and volatility. We will explore strategies for developing a hierarchy of spending and investing, aiming for better outcomes regardless of market performance. Learn how to manage your 401(k), 403(b), and pension as retirement approaches, and what to consider with target funds. Discover why investment strategies must change in retirement, when a Roth IRA makes sense, the truth behind annuities, common financial pitfalls, and alternatives to protect your nest egg from long-term care costs. While this class is essential for those nearing retirement, applying these strategies sooner can improve both retirement outcomes and overall financial health.
Richard Belofsky
Richard Belofsky CLU,® ChFC,® CFP® has more than 30 years of experience in financial services. An Arlington resident and Five-Star Wealth Manager recipient, he is a Certified Financial Planner® and financial advisor with The Bulfinch Group LLC.
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