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Retirement Planning

a bunch of different bills laying on top of each other by PiggyBank courtesy of Unsplash.
Mark Carruthers | Oct 2, 2023

Pension 101

Retirement
Retirement Planning
Pension
Lumpsum
Rollover
Income
Retirement Income
Big decision. Should you take the lump sum pension or the monthly income?
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Mark Carruthers | Oct 24, 2022

Be Yourself - The Aging Process

Retirement
Careers
Aging
Retirement Planning
Life
A Little Gray Goes a Long Way...
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Important COVID-19 NY EXECUTIVE ORDER

Securities offered through Cetera Financial Specialists LLC (doing insurance in CA as CFGFS Insurance Agency), member FINRA/SIPC. Investment advisory services offered through Cetera Investment Advisors.  Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com

 

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About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

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Congers, NY 10920

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