Having a Retirement Plan

Please Note:  Speak to your tax, legal or financial advisor for specific advice about your particular plans and situation.

John Bubello Retirement Financial Advisor

John R. Bubello CFP®

I specialize in Retirement Planning & Investment Management.

My clients worry less, maximize their money, avoid mistakes and retire with clarity and confidence.

The Retirement Income Blog

Advice and perspective for the soon-to-be-retiree

Creating a retirement plan requires making some complicated decisions about our financial lives.

But complicated doesn’t have to mean confusing

My goal is to break down key decisions and concepts, frame them in the context of your retirement, and help you make smart, confident decisions about your retirement.

Because you only retire once.

A Personal CFO for Your Retirement

It’s understandable that people are confused on how they benefit from working with a financial advisor.  Some advisors pick stocks or mutual funds. Others sell products like annuities or insurance.      Some advisors do much, much more.   I work as my client’s...

read more

How To Work With John

I specialize in retirement, and I work with clients as they prepare for, transition into, and enjoy their retirement. There are many ways to work with a financial advisor and to prepare for your retirement, so I wanted to explain the specific services I provide and...

read more

Make no assumptions. Instead “Think Again”.

During a never ending flow of outsized opinions...where opinion is news and the news is opinion, “Make no assumptions” may be the timeliest advice of all.    Political beliefs.  Life choices.  Retirement financial decisions.   For this reason a conversation...

read more

Copyright © 2022 | All Rights Reserved.

John R. Bubello is an investment advisor representative of and offers investment advisory services through Compass Retirement, LLC, a registered investment adviser offering advisory services in the State of Connecticut, State of Florida, State of North Carolina and other jurisdictions where registered or exempted.