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2 Lincoln Place
Charlestown, MA 02129

Thomas B. Childs CFP®

(617) 580-0580

 

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Understanding Social Security and options on how to withdraw funds from your retirement accounts in an efficient manner are two of the most important topics in personal finance.  I host  two webinars each month on these topics.  The second Tuesday of the month is on Social Security, the fourth Tuesday of the month is on Retirement Income planning.   I look forward to teaching you about both of these topics.

 

Upcoming Events

A Paycheck for Retirement January 26

January 26, 2021 12:00p - 1:00p Eastern Standard Time

Childs Financial Services

According to Kiplinger; "The biggest threat to retirement wealth is withdrawing too much money from a shrinking nest egg, because there may not be enough left to benefit from the inevitable market rebound." I will be walking you through a sample report for a couple entering retirement.  We will see how their money is split into different "buckets" for different stages of their retirement.  There are short term buckets with short term assets and buckets for later in life that have risker assets that can grow over time.

Past Events

Social Security Webinar January 12

January 12, 2021 12:00p - 1:00p Eastern Standard Time

2 Lincoln Pl

This monthly seminar will review what you need to know about Social Security and get you to start thinking about when and how you will want to apply for your benefits. We will discuss some unusual options, including options for people born in 1953 and earlier as well as widows who remarry after age 60. We will consider these cases as well as more conventional cases.

A Paycheck for Retirement December 15

December 15, 2020 12:00p - 1:00p Eastern Standard Time

Childs Financial Services

According to Kiplinger; "The biggest threat to retirement wealth is withdrawing too much money from a shrinking nest egg, because there may not be enough left to benefit from the inevitable market rebound." I will be walking you through a sample report for a couple entering retirement.  We will see how their money is split into different "buckets" for different stages of their retirement.  There are short term buckets with short term assets and buckets for later in life that have risker assets that can grow over time.

Event Registration




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