August 2020

Advisor Snapshot

Welcome to our updated newsletter. We hope you will find it helpful with upcoming events, market updates, and a bit of news from the advisor team. We want this newsletter to be valuable for you so please, please share your feedback and suggestions to help us improve.

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Your Guide to Investing as a Pre-Retiree

Investing in the decade leading up to your retirement requires a different strategy than that employed while in your 20s, 30s and 40s. There is no reason to panic if you are approaching retirement and don’t have a large nest egg. Alter your investing strategy as appropriate and you may make significant headway in your quest to bolster your financial foundation, ultimately setting the stage for an enjoyable retirement.

Your Guide to Investing as a Pre-Retiree

Investing in the decade leading up to your retirement requires a different strategy than that employed while in your 20s, 30s and 40s. There is no reason to panic if you are approaching retirement and don’t have a large nest egg. Alter your investing strategy as appropriate and you may make significant headway in your quest to bolster your financial foundation, ultimately setting the stage for an enjoyable retirement.

Roth IRAs – What You Need to Know

Every working adult should give serious consideration to starting an IRA (Individual Retirement Account). Most people have heard about IRAs yet do not understand the true value of this retirement savings tool. Perform your due diligence, research the merits of IRAs and you may find, that they may help establish a road path to truly enjoyable golden years.

More To Keep You Financially Fit

Your Guide to Investing as a Pre-Retiree

Investing in the decade leading up to your retirement requires a different strategy than that employed while in your 20s, 30s and 40s. There is no reason to panic if you are approaching retirement and don’t have a large nest egg. Alter your investing strategy as appropriate and you may make significant headway in your quest to bolster your financial foundation, ultimately setting the stage for an enjoyable retirement.

Roth IRAs – What You Need to Know

Every working adult should give serious consideration to starting an IRA (Individual Retirement Account). Most people have heard about IRAs yet do not understand the true value of this retirement savings tool. Perform your due diligence, research the merits of IRAs and you may find, that they may help establish a road path to truly enjoyable golden years.

Filing for Social Security

There is much debate as to whether it is prudent to file for Social Security payments as soon as possible or wait until the age of 70 to maximize the payout. Furthermore, most people don’t know where to start when the time comes to file for Social Security.

Tax Planning During Retirement

Retirement income typically comes from savings, an IRA, a 401(K) and Social Security benefits. However, enjoying truly rewarding golden years will prove much easier if you minimize your tax burden. Prudent tax strategies minimize the amount of money that is redirected to Uncle Sam, ensuring you keep as much of your hard-earned money as possible. Let’s take a look at some of the tax planning strategies that set the stage for a truly enjoyable retirement.

Why Is It Important to Plan for Long-Term Care?

For the first time in our history, people of every demographic and income status are living beyond the age of 60. While longevity is an outstanding achievement of the modern era, quality of life can sometimes be overlooked. According to the Genworth 2019 Cost of Care Survey, 70% of people (roughly 7 out of every …

How to Prepare for a Financially Successful Life After Children

The beauty of being an empty nester is knowing your children are now fully independent and leading their own successful lives. And let’s not forget to mention all the financial opportunities that have opened up now that you’re not fiscally responsible for multiple family members. Now, you can officially transition into life as an empty …

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