Collingwood Wealth Management

CONNECT

Address:

8 Faneuil Hall Marketplace, 3rd Floor
Boston, MA 02109

Phone:

Office 617.973.5071, Toll-Free 855.357.2013, Cell 617.233.7447

Fax/Other:

617.973.6406

Newsletters

47% of American workers have saved less than $25,000 for retirement, and 24% have saved less than $1,000.

Source: Employee Benefit Research Institute, 2017

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

November

October

  • Seven Classic Investing Quotes

    Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

September

August

July

June

  • Is Smart Beta for You?

    Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.

  • Rules of the Rollover

    Rolling funds from an employer's plan to an IRA enables you to maintain control regardless of your employment situation.

May

March

February

January

December

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Check the background of this financial professional on FINRA's BrokerCheck