SUBSCRIBE
Enter your Name and Email address to get
the newsletter delivered to your inbox.
Please include name of person that directed you to my online newsletter so I can thank them personally.
Matthew J. Curry, CFP®, ChFC®, CLU®
Financial Planner
CA Insurance Lic. #4305463
Curry Financial Group, Inc.
23 Green Street, Suite 207
Huntington, NY 11743
Phone: 631-927-3322
Cell: 631-332-8774
Fax: 877-840-7821
Email: matt.curry@prudential.com
May/June 2025
Act Now to Avoid Retirement Savings Mistakes
Successful retirement planning takes more than simply putting money away in a tax-advantaged retirement plan account. It also includes periodically asking yourself these critical questions to avoid common retirement missteps:
- When was the last time I reviewed and revised my retirement asset allocation to ensure it continues to meet any changing needs and situations?
- Are my estate documents up to date to meet my current net worth?
- Do I have a good idea of my future healthcare costs?
- Does my insurance coverage still reflect my current and future needs?
Continuously contributing to retirement plans, working with a tax professional to cut your tax bill, frequent reviews with your financial professional and living on a budget are keys to attaining a financiallysecure future.
698725
CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
Matt Curry is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
LPLE and LPL Financial are not affiliated with Curry Financial Group, Inc.
This newsletter is general educational information provided by a Prudential Financial Professional and is not intended to market or sell any specific products and services, but rather provide general information about the subject matter covered only.
Curry Financial Group, Inc. and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.