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Derek Gregoire, co-founder of SHP Financial in Plymouth, Massachusetts, is insurance licensed and is licensed as an investment adviser representative, which allows him to provide financial and investment advice, as well as personally manage investment portfolios as a fiduciary adviser. For seven years, Gregoire has been host of the popular radio show, Retirement Road Map, which airs on WBZ, WRKO and WXTK.
To make planning simple, divide your financial life into three parts: an emergency fund, your income sources and growth.
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You need a well-devised plan to ensure you can retire the way you want.