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When To Save

March 7, 2019

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This past weekend, I (Shea) was invited to a birthday party for a friend turning 60. The required dress code was a jumpsuit (I’m not kidding!). They projected Soul Train on the wall while we danced the night away doing “The Hustle.”
Entering a new decade matters to us personally, but what does it mean for our wallet? Ed Slott just released the article, “Retirement Savings Milestones: A Century of Planning.” Why is this important information? If you miss a milestone, there can be steep penalties or lost opportunities.
Tune in this Thursday to compare your age and your goals! We might wear our jumpsuits. But I guess you’ll never know.

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1105 E. Eighth St.
Traverse City, MI 49686

231-947-3992
Check the background of the Firm and the Investment Professional(s) on FINRA’s BrokerCheck.
Advisors associated with Prout Financial Design may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services; or (2) solely investment advisor representatives of Capital Asset Advisory Services, LLC. dba CG Advisory Services, and not affiliated with LPL Financial. Investment advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC. dba CG Advisory Services and Prout Financial Design are separate entities from LPL Financial.

Dennis Prout and Nathan Prout are solely investment advisors and representatives of Capital Asset Advisory Services, LLC., CG Advisory Services, and is not affiliated with LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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