Retire Strategically

E-Book Cover

Retire Strategically

[FREE REPORT] Don’t Let These 5 Obstacles Derail Your Retirement Income Plan

Are you worried about running out of money in retirement? Recent swings in the market due to the coronavirus pandemic have highlighted one risk in particular: investment risk. But that’s not the only one. Make sure you’ll have enough money to last a lifetime by understanding the obstacles that could derail your retirement income plan and how to help overcome them.

Our Process

At Northern Advisory Group, our experience lies in helping those close to or at retirement age to avoid common financial mistakes like inefficient asset allocation, overpaying on taxes, or lack of catastrophic health-care planning.

We want to develop and customize a financial program that is right for you. Northern Advisory Group will walk you through a step-by-step process that will make you feel confident in your goals. Once your goals have been established, we will find the appropriate strategies to suit your vision and needs.

The Importance of Understanding and Accounting for Investment Risk

Recent events have shown that market drops can be sudden, severe, and unpredictable. After the first quarter of 2020, the Dow Jones Industrial Average was down over 23% from its 2019 close, the S&P 500 was down 20%, and the NASDAQ was down over 14%.

Source: Based on data reported in WSJ Market Data Center

The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 widely traded blue-chip U.S. common stocks. The S&P 500 is a market-cap weighted index composed of the common stocks of 500 leading companies in leading industries of the U.S. economy. The NASDAQ Composite Index is a market-value weighted index of all common stocks listed on the NASDAQ stock exchange. The performance of an unmanaged index is not indicative of the performance of any specific security. Individuals cannot invest directly in any index. Past performance is no guarantee of future results. Actual results will vary.

What You’ll Learn

Available for a limited time only, this free report can help you get answers to these important questions:

  • What types of investment risks should I consider?
  • How might longevity affect my retirement?
  • What role do taxes play in my retirement income plan?
  • How does inflation impact my retirement income?
  • What about health-care costs in retirement?



271 Route 46 West, Suite H102-103
Fairfield, NJ 07004
Phone: 973-795-2299
Fax: 973-582-0631

Our Firm

At Northern Advisory Group, our team of advisors helps clients execute sound financial programs utilizing the following products and services:

  • Tax Management
  • Investment Management
  • Retirement Strategies
  • Estate Planning
  • Insurance & Annuity Products

We have been working with individuals and businesses in the area for over 20 years. Each of us has extensive personal and professional experience and hold various designations. We are dedicated to developing lasting relationships with our clients. We believe in helping you assess your financial goals and dreams for a secure future.