FINANCIAL STRATEGIES & RETIREMENT PLANNING

Jeffrey J. Rockefeller, MBA, CFP®


CONNECT

Address:

1025 West Indiantown Road, Suite 101
Jupiter, FL 33458

Phone:

Office: 561-575-6363,Cell: 561-818-8512

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2018

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Should You Pay Off Debt or Save for Retirement?

    Should You Pay Off Debt or Save for Retirement?

    Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

  • Should You Sell When the Market Drops?

    Should You Sell When the Market Drops?

    The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck