Jeffrey J. Furniss - Charter Financial Group

Jeffrey J. Furniss - Charter Financial Group Customized and Holistic Wealth Management Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC.

Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accom...
01/01/2024

Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.

Retirement Requires a Shift in Mindset: Are You Ready for That?
12/28/2023

Retirement Requires a Shift in Mindset: Are You Ready for That?

When you're saving for retirement, your focus is on growth, but once you retire, the focus needs to shift to income, which is a tough adjustment for many. What to do?

Future retirees plan to work longer, partly due to savings shortfalls
10/27/2023

Future retirees plan to work longer, partly due to savings shortfalls

According to a new survey by the nonprofit Transamerica Center for Retirement Studies, 55% of workers plan to work after they retire. That includes almost 20% who plan to work full time and more than a third who plan to work part time. Even more eye-opening: a staggering 15% of all workers expect th...

10/22/2023

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1000 Bestgate Road, Suite 300
Annapolis, MD
21401

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