Retirement Planning Over 50

If you are over 50, retirement planning is more important than ever, especially considering many of us can expect to live well into our 90's.
 
At Dedham Savings, our SPF* Financial Representatives, Michael A. Pugliese and Megan Ruo, can help you create a financial P.L.A.N. to: 

  • Pay yourself first, Living within your means, Assuring your family's stability, and Never stop learning
  • Help you uncover the maximum contribution your allowed from your workplace retirement plan and Individual Retirement Accounts
  • Uncover ways to take advantage of annual catch-up contribution provisions
  • Discuss ways to create multiple income streams

To learn more about retirement planning over 50, contact Michael or Megan. Otherwise, stop by your local branch today to schedule a free, no-obligation appointment:



Main Office, Dedham Square, or East Dedham branch customers, contact Michael Pugliese.
Email: michael.pugliese@mybd.com
Telephone: 781-320-4805  
 
Norwood, Walpole, Westwood, Needham or Sharon branch customers, contact Megan Ruo.
Email: megan.ruo@mybd.com
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.