1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Fortune Financial Group
Christopher Scalese, financial adviser, insurance professional and author of the book Retirement is a Marathon, Not a Sprint, is the president of Fortune Financial Group. Scalese has spent much of his career assisting with the financial transition from the working years to the retirement years. His primary goal is to help structure finances for steady income, while limiting risk and avoiding unnecessary taxation. Scalese is a financial representative and a life and health insurance licensed professional.
Before you set out on what could be a 30-year-long road trip, you’ll need a good map.
See More From: Building Wealth
Do you have piles of paperwork cluttering up your kitchen? When’s the last time you checked insurance rates or tracked your spending? Spring is a great time to get organized.
Remember to consider your withdrawal strategy, unexpected life events and your health when approaching retirement.
Before you borrow from your future self, be sure your needs outweigh the costs.