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Financial Planning

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Financial Planning Resources

  • Financial Planning Advice
    A financial planner offers his services at no cost to Quincy's seniors once a month. Appointments must be made through Quincy's Department of Elder Services by contacting 617-376-1243.
  • Money Management Program
    This free service provides free assistance for eligible seniors who need help managing their finances. Call South Shore Elder Services Information and Referral Department at 781-848-3910.


Calculator Tools

  • Ballpark Estimate
    This site gives you a worksheet on how to calculate how much you should save for a comfortable retirement. From the American Savings Education Council.
  • Morningstar
    Includes retirement savings, IRA and bond calculators, and other retirement planning tools. From Morningstar Publications.
  • Retirement Calculator
    Enter information about your income, pension, social security and savings to determine whether you are saving enough for retirement. From AARP.
  • SmartMoney Retirement Worksheets
    Calculate how much you should save for retirement and whether you will be able to retire early. From SmartMoney Magazine.

© 2011 Thomas Crane Public Library

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