Jim Knox

Partner, Life Planning Group
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Jim Knox

Jim Knox is a partner at Life Planning Group. Jim has 40 years in the insurance and investment business and has built his practice on this simple idea – “recommend a course of action that I, myself would take given the same circumstances.”

Prior to joining Life Planning Group, Jim was the managing partner of Creative Financial Partners, founder and owner of Knox Associates, and a full time career agent for New England Mutual Life. He is Series 6, 7, 24 and 26 licensed, and holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.

Stories by Jim Knox

Catching Up on Retirement in Your 40s and 50s

By Jim Knox | April 17, 2018

Sometime in your 40s or 50s, you realize that the years are passing by in a flash and retirement isn’t as far into the future as you once thought. So, if you haven’t been saving all these years, what can you do to catch up on retirement savings when you are in your 40s and 50s?