Retirement Savings: 7 Things To Do Once You Officially Hit Your Retirement Goals

Jay Pelham, CFP® | September 21, 2023

Jay Pelham, President at Kaufman Rossin Wealth, has provided his insights to GoBankingRates, for the article, “Retirement Savings: 7 Things To Do Once You Officially Hit Your Retirement Goals”.

Article Excerpt:

“Having attained your retirement savings goal means that you have accumulated sufficient assets to
support you — and potentially dependents — for the rest of your life, said Jay Pelham, president
of Kaufman Rossin Wealth and Kaufman Rossin Insurance Services.”

Read the full article on GoBankingRates.

Jay Pelham, CFP®, is President at Kaufman Rossin Wealth, LLC, a Registered Investment Adviser.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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Retirement Savings: 7 Things To Do Once You Officially Hit Your Retirement Goals

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