I recently graduated from Bentley University this past May. While completing my undergrad, I had the opportunity to spend a semester studying abroad in Barcelona, Spain. My time in Spain exposed me to major courses in a different environment (International Finance for me), while also creating lifetime memories and lasting relationships along the way.
Newton Financial Planner
After just graduating college this past May, I look back at my time in high school, and there aren’t too many things I would do differently. But if I could go back and make a change, at the top of this list would certainly be taking more Advanced Placement (AP) courses and their exams back in high school.
Recently we’ve been approached by a few prospective clients who are just about to retire and would like a financial plan. Most have worked hard for years and now want to stop working. They are unsure how many more years they will want or be able to work. They have some money saved but have never really figured out whether they have enough to retire.