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do not have earned income from traditional employment. If you are married, your spouse may have earned income and there could be options for you to contribute to an IRA. Ask your advisor or accountant about this possibility.
If you simply have income from other
sources that you would like to earmark for retirement, you will have to check with an accountant to see if you would be eli- gible for any “retirement” accounts based on your income type. Even if traditional retirement account types are not available, there are still options for you to save in an automated fashion for a regular savings or investment account.
PHY S I C I ANS COMMI T T ED TO WE L LNE S S , E X C E L L ENC E , COMMUNI T Y & YOU.
Collaborative Natural Health Partners
MANCHE S T E R - WE S T HA R T FORD - S TONINGTON C TNA TUR A LHE A L TH. COM ( 8 6 0 ) 5 3 3 - 0 1 7 9
Remember, the BEST WAY TO SAVE is to set up a recurring contribution. A monthly basis is great but quarterly or annu- ally works too. The key is to have it happen automatically. For long range goals like retirement, there are many kinds of invest- ments that could be suitable depending on your risk appetite. If you aren’t sure what would be best for your retirement account, just ask! Seeking outside advice from profes- sionals when you need it for tax, legal, or fi - nancial advice can make the overall process easier and less stressful for you.
Wishing you peace and universal sup-
port in the days ahead, one day at a time. HAPPY SAVING IN 2021!
Dana R. Mascalo CFP®, RLP®, AAMS®, C(k)P® is a Manag- ing Partner with TrinityPoint Wealth, an independent SEC Registered Investment Advisory fi rm in Milford, CT
· Certified Shamanic & Shapeshifting Practitioner · Registered Yoga Teacher: Gentle, Mixed, Shamanic · Certified Hypnotherapist & Regressionist · Spiritual Counselor, Mentor, Reader · Host “The Sacred Journey” TV Show · Workshops, Children’s Circles, Energy Healing · CT Justice of the Peace: Nature Inspired Ceremonies · International Retreats & Cruises: Shamanism, Yoga, & Psychic Development
and Charlotte, NC. Dana advises high net worth clients with complex needs and is sought after by individuals, families, busi- ness owners and executives all over CT and the United States. Acting as their per- sonal CFO, Dana looks at a client’s entire fi nancial life with a visionary lens, advising on investment portfolios, retirement plan- ning, stock options, life transitions, exit planning for business owners, customized advanced cash-fl ow planning and multi- generational wealth transfer strategies. See ad on page 25.
This material presented is for informational purposes only and is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicita- tion of any particular security, strategy, or investment product. TrinityPoint Wealth, nor its investment advisory representatives are permitted to provide legal or tax advice, and nothing contained in these materials should be taken as legal or tax advice.
22 Natural Nutmeg - January/February 2021
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