10 Atlantic Avenue
Suite #28
Marblehead, MA 01945

David K. Dugan, CFP®

781-990-1106

 

Retirement Redefined

Around the country, attitudes about retirement are shifting.

 

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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Saving Early & Letting Time Work for You

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.