Barry M. Kornfeld is a well established Florida financial advisor based in Boca Raton who provides pre- and post-retirees an integrated suite of safer income and growth alternatives. His specialty is in Co-Lending Opportunities (CLOs), secured bridge loans which offer 6% annual interest over a fixed nine month term. Another key emphasis for Barry M. Kornfeld is in ensuring that clients are well positioned to retire comfortably and with a diversified portfolio that ensures steady returns of at least 6%.
Understanding the dynamics of a successful transition to retired life begins with adding up savings contained in 401(k), IRA, and savings accounts and determining exactly how much money is available. Also visit the Social Security Administration website and gain an accurate snapshot of how much money will be received each month through Social Security payments. If applicable, contact the HR department of your company and determine the amount of the pension payouts that will supplement this amount.
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