Income Strategies in Retirement

Millions of Americans in retirement may be scrambling to find ways to make ends meet without the income from a full-time job, and trying to recover from recent market volatility.
Fortunately, there are several possible solutions available for those looking to increase their income during their non-working years. At Dedham Savings, our SPF* Financial Representatives, Michael A. Pugliese and Megan Ruo, can help you overcome several retirement income challenges and create a predictable income stream by: 

  • Designing a retirement plan

          - Uncovering your basic expenses and discretionary expenses

          - Evaluating current sources of retirement income

          - Identifying potential gaps between income and expenses

          - Anticipating fixed and discretionary expenses in retirement

  • Positioning assets to generate income

          - Uncovering new sources of income

To learn more about income strategies in retirement, contact Michael or Megan. Otherwise, stop by your local branch to schedule a free, no-obligation appointment. 

Main Office, Dedham Square, or East Dedham branch customers, contact Michael Pugliese.
Telephone: 781-320-4805  
Norwood, Walpole, Westwood, Needham or Sharon branch customers, contact Megan Ruo.
Telephone: 781-320-4867

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Consultant. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank customers.