We’re excited to share that our Senior Wealth Advisor, Christine Parisi, was recently featured in an article published on Yahoo Finance and GOBankingRates.com, titled, “5 Bad Money Habits That Hold People Back From Retiring Early.” Written by Nicole Spector, the piece explores how early retirement has become a key part of the modern American Dream, highlighting five common money habits, such as overspending, carrying high-interest debt, and neglecting insurance, that can stand in the way.
Christine shares valuable insights on key strategies for achieving early retirement, emphasizing the importance of living within your means, making the most of employer retirement plan contributions, and maintaining proper insurance coverage to help avoid financial setbacks.
Click here to read the full article.
If you would like to speak with our team of CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, we would be happy to show you how our financial planning process can help you stay on track and achieve your financial goals. Please contact us for a complimentary discovery call at 631.218.0077. You can also send us a message directly.
R.W. Rogé & Company, Inc. is an independent, fee-only financial planning and investment management firm serving clients locally and virtually across the country, with Long Island, New York, and Beverly, Massachusetts office locations. R.W. Rogé & Company, Inc. was founded on a “client first” culture and proudly commits to acting in your best interest as a fiduciary. We have helped clients Plan, Achieve, and Live® the life they want since 1986. To learn more about how we do this, as well as our process, explore our detailed overview of services and approach.
