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One Retirement Source
One Retirement Source
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One Retirement Source

291 Main St.
Suite 103
West Newbury, MA 01985

Phone:

  • 978-363-1677

E-mail:

  • Dean DiGregorio: dean@oneretirementsource.com
  • Chris Connelly: chris@oneretirementsource.com

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Flipbooks

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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

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Transcript

Newsletters

  • Keep an Eye Out for IRS-Related Scams

    Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.

  • IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill

    IRA owners who are 70½ or older can give to charity without itemizing and still get a tax break. Find out how.

  • New Life for Your Old Insurance Policy

    Did you know that there are alternatives to abandoning or surrendering current life insurance coverage? Learn more in this article.

  • Stretch IRA Alternatives

    The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.

More Newsletters »

This communication is strictly intended for individuals residing in the states of MA, NH, ME, CT, RI, PA, NJ, NY, CA, IL. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. 

Securities and advisory services offered through Commonwealth Financial Network ®, Member FINRA/SIPC, a Registered Investment Adviser. 

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