According to a recent article in the Journal of Accountancy, “Seventy-nine percent of CPA financial planners have at least one baby boomer client who has delayed retirement because of the economy, according to an AICPA survey. Asked how many extra years those boomer clients expect to work, 32.3% of CPA financial planners said one to three years; 39.3% said four to six years; 9.8% said seven to 10 years; and 3.7% said more than 10 years.”
Retirement Planning is more complicated than ever given the recent economic downturn. It’s important you get sound financial advice to help you reach your retirement goals and incorporate the right investment strategy for your age and risk tolerance preference.
At R.K. Bongiovanni, CPA, we can help you:
- Establish a Retirement Plan Tailored to Your Goals and Objectives
- Develop a Succession Plan for Your Business
Note: Investment and Advisory Services*
*Robert K. Bongiovanni is a registered Representative of and offers Securities and Investment Advisory Services through Summit Equities, Inc. Member FINRA/SIPC, Financial Planning Services are offered through Summit Financial Resources, Inc. 4 Campus Drive, Parsippany, New Jersey, Tel. 973-285-3600, Fax 973-285-3666.
For more information on our full suite of services or to learn more, please contact us for a free consultation at 908-450-7313.