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Topics Related to Financial Planner:

Funding Retirement
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Financial Planner Terms


  > Over-the-counter
Figurative term for the means of trading securities that are not listed on an organized stock exchange such as the New York Stock Exchange. Over-the-counter trading is done by broker-dealers who communicate by telephone and computer networks.
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  > Securities and Exchange Commission
An independent, non-partisan, quasi-judicial regulatory agency with responsibility for administering the federal securities laws.
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  > Inflation
A rate of increase in the general price level of all goods and services. (This should not be confused with increases in the prices of specific goods relative to the prices of other goods.)
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When Should I Start Planning For My Retirement And Should I Seek The Advice Of A Professional Financial Planner?

It is never too early to begin planning for your retirement.  Your potential CTRB pension benefit is an important part of your whole financial plan.  We encourage you to browse this website for planning information, forms, brochures and bulletins developed to answer many of your questions.  Feel free to contact this office if you need assistance.   

As a state agency, CTRB is unable to recommend or refer you to a specific financial planner or firm.  There are, however, many financial planning resources on the Internet.  The Certified Financial Planner Board of Standards provides tips on choosing a financial planner, information on the benefits of financial planning and offers a free financial planning resource kit.  The National Council on Teacher Retirement provides many retirement resources on their LIFEPLAN page.  The American Savings Education Council offers several online worksheets, calculators and brochures to help you evaluate your savings and retirement goals.

Contact our Boston Financial Planners


If you live in the following cities and need a Financial Planner you should contact our Boston Financial Planners as soon as possible:

  • Amherst
  • Attleboro
  • Beverly
  • Boston
  • Brighton
  • Brockton
  • Chelsea
  • Everett
  • Fitchburg
  • Framingham
  • Holyoke
  • Lawrence
  • Leominster
  • Lynn
  • Malden
  • Marlborough
  • Medford
  • Methuen
  • New Bedford
  • Peabody
  • Pittsfield
  • Plymouth
  • Quincy
  • Revere
  • Salem
  • Taunton
  • Westfield
  • Woburn
       
 
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Latest News
  Latest Financial Planners news in Boston and nationwide:

Jul 31, 2006 - NASD Investor Alert Warns Workers About Cashing Out Of 401(k) Plan
Washington, DC — NASD issued an Investor Alert warning investors that cashing out of even a modest amount of the...
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