Retirement Planning for Retirees

Retirement Planning MA

Retirement is an exciting chapter, one that should be supported by financial stability and a strategy designed to last through your lifetime. With longer life expectancy, rising healthcare costs, and market uncertainty, retirees must be intentional about how they draw income, manage investments, and protect assets.

James P. Moriarty, CPA helps retirees create sustainable income plans, manage required minimum distributions (RMDs), evaluate healthcare and Medicare options, and protect wealth for future generations. Our focus is on maintaining financial independence while adapting your strategy as needs change. With ongoing guidance, your retirement plan evolves with you, helping you enjoy the lifestyle you’ve worked hard to achieve.

Wealth Management for Retirees

Our wealth management team offers ongoing support for retirees seeking stability, income, and confidence throughout their retirement years. Call us today at 781-569-5177 or request a free consultation to strengthen your retirement plan.

  • Develop sustainable income plans and manage RMDs
  • Coordinate healthcare and Medicare planning
  • Preserve wealth and manage investment risk
  • Provide ongoing financial guidance and lifestyle support