Your Retirement Planning Newsletter

4th Quarter 2021

• Master these Social Security lessons to get a more realistic view of your retirement
• Follow these three tips to help reach a state of happiness on a daily basis
• Knowing the different types of investment risk can help you cope with market volatility

3rd Quarter 2021

• Five-point inspection to help keep your retirement plan’s motor running smoothly
• Tips to help you identify common phishing scams and take steps to avoid trouble
• A fresh approach to spending can help put some sizzle in your retirement savings

2nd Quarter 2021

• Cultivating a realistic budget can help you harvest a better financial future
• Help sustain the environment with these practical money saving tips
• Thinking of retiring early? Here's what you need to know

1st Quarter 2021

• Seven age milestones that will impact your retirement planning
• Celebrate American Heart Month by embracing more fiber in your diet
• During these uncertain times, 529 plans may make more sense than ever

4th Quarter 2020

• Careful Planning Can Help You Manage Competing Financial Priorities
• Consider the Trade-Offs Before Deciding What Age to Begin Taking Social Security Benefits
• A Short Snooze Can Help Get You Through A Tough Day

3rd Quarter 2020

• Maintaining a Diversified Portfolio Can Help You Feel More in Control During Uncertain Times
• Strategies to Help Survive the Ups and Downs of the Market
• Five Ways to Keep Moving Forward in the Age of Social Distancing

2nd Quarter 2020

• Go for the Gold: Investing in Your Retirement Plan
• You are What You Eat: 3 Popular Diet Lifestyles Offer New Ways to Approach How You Eat
• Spring Cleaning: 8 Tips for Tidying Up Your Personal Finances

1st Quarter 2020

• Your Retirement Super Bowl: A Strategic Saving Plan is the Key to Victory.
• Cashing Out on Bad Spending Habits
• Take Five: Five Easy Ways to Reduce Stress

4th Quarter 2019

• Student Debt Putting Retirement on Hold
• The Lowdown on Health Savings Accounts
• Retirement in Motion - Tips and Resources Everyone can use

3rd Quarter 2019

• How the New Tax Law Affects YOU
• Tap Into Retirement Income Streams
• Selecting the Right Mix of Investments

2nd Quarter 2019

• Will Your Social Security Benefits Be There When You Need Them?
• ​Income, Expenses & Withdrawals
• Converting Your Roth IRA

1st Quarter 2019

• 10 Tips to Boost Savings
• ​When Cash is King
• Is There a Secret Formula for Financial Wellness?