When is a Roth IRA conversion right for me, asked a pre-retiree recently. Well, it depends. And while never a satisfying answer, it is a personalized decision based on many factors. Let's say you're in a similar position as this pre-retiree who asked this question in an online financial advice forum recently. She's age 62, currently receiving a taxable pension of $1,500 per month ... Read More
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Clear View Wealth Advisors, LLC
For Smarter Money Moves and Better Bottom Lines
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Fee-Only Financial Planner & Money Coach
Steve Stanganelli, CFP®,CRPC®,AEP®
As a CERTIFIED FINANCIAL PLANNER ™ Professional, Steve has been providing financial, tax, retirement and college funding advice for more than 20 years to individuals, families and business owners throughout Greater Boston, the Merrimack Valley and New Hampshire Seacoast.
978-388-0020 Main
617-398-7494 Direct
Mailing Address...
12 Amidon Ave., Amesbury, MA 01913
Meeting Locations...
100 Main St., Ste 13, Amesbury, MA 01913
25 Lowell St., #105, Wilmington, MA 01887
67 S. Bedford St, Ste 400W, Burlington, MA 01803
290 Donald Lynch Boulevard, Suite 102, Marlborough, MA 01752
Hours: Mondays thru Saturdays by Appointment
Free Planning Tools
