Third Quarter 2023 | Health Wealth Wisdom

Maintenance Checkup on Your Retirement Plan

Third Quarter 2023 | Health Wealth Wisdom

In this issue:

  • Performing annual maintenance on your 401(k) can help pave a smooth road to retirement, and this six-step checkup guide can be performed in just a few hours.
  • Choosing when to retire requires careful planning and preparation even if you plan to continue working part-time, so this checklist can help you navigate a few of the uncertainties and move ahead with confidence.
  • What is rucking? Learn how this low intensity interval training adds variety to your fitness routine.


  • Phone :
  • E-Mail:

    This email address is being protected from spambots. You need JavaScript enabled to view it.

  • 1 Van de Graaff Drive Suite 500
  • Burlington, MA 01803

Check us out


This communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, IN, MA, MD, ME, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, VT, WA, WI. 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.

Fixed insurance products and services offered through Doble LeBranti Financial Group or CES Insurance Agency.

To Check Firm or Individual Backgrounds please go to Finra’s Brokercheck. Powered by AdvisorFlex.