Doug Gower - Financial Planner

Doug Gower and Bartlett Wealth Management are hosting an educational cybersecurity webinar with Scott Mackie, a Certified Forensic Computer Examiner (CFCE) and former Boston Police Officer who received training from the National Computer Forensic Institute while assigned as a Task Force Officer / Special Deputy U.S. Marshal with the United States Secret Service.

The webinar will be held on Tuesday, October 15, 2024, at 6:00 PM (EST) and will last approximately 45-60 minutes.

Scott will discuss how to protect yourself from online scams and provide tips on how you can improve your online security.

This is a great opportunity to learn from someone who has seen “it all” regarding online security. The webinar is open to everyone of all ages, so please feel free to forward this message to family, friends, and co-workers.

If you have any questions, please email me at [email protected]

Welcome! You are invited to join a webinar: Protecting Yourself in the Digital World. After registering, you will receive a confirmation email about joining the webinar. Protecting yourself and your loved ones from online scams is more crucial than ever. Join Scott Mackie, retired Boston Police Officer and partner at Strong Harbor Consulting. Scott is a Certified Forensic Computer Examiner (CFCE) and received training from the National Computer Forensic Institute wh...

When talking about generating retirement income, most advisors typically follow a systematic withdrawal program, such as 4% of the portfolio value every year.

However, that can potentially increase sequence of return risk if you choose the wrong time to retire. Is there another way?

Enter the bucketing strategy. Under this strategy, your retirement assets are divided among buckets representing when you will need the money. For example, years 1-5 is invested conservatively, while the bucket for years 15-20 is invested very differently.

Check out the other differences below.

What strategy do you use? Not sure what makes the most sense - reach out!

Bucket Strategy vs. Systematic Withdrawals: What's the Difference? Two strategies that can be used to generate retirement income are the systematic withdrawal approach and the bucket strategy. Learn more about them here.

"I don't know a financial plan is."

If you've had this thought, take a look at the article below.

In short, financial planning is an ongoing process that looks at your entire financial picture in order to create strategies for achieving your short- and long-term goals.

We can help you organize, insure, and grow your wealth. Reach out with any questions!

What Is Financial Planning? A Guide - NerdWallet Financial planning is the process of outlining how your money, investments and other assets can help you meet your financial goals.

Here are some tips to build wealth in your 40s, if you were curious 🤣

How to Build Your Wealth in Your 40s Retirement is still years away, but it's closer than you think. This is the decade to get your financial ducks in a row.

Only 43% of households have a habit of retirement saving - even as "robo advice" grows.

Guess there's no replacing the value of a one-on-one conversation with another human being!

Retirement Saving Hardest Financial Habit for Homes to Adopt | PLANADVISER Hearts & Wallets finds just 43% of households have a habit of retirement saving, even as financial wellness tools and guidance proliferates.