Broker Check

May 2024: Retirement Readiness

| May 09, 2024

This month’s Retirement Readiness newsletter features helpful information about aligning retirement wishes with retirement reality, calculating your social security benefit, assessing insurance needs for empty nesters, and a checklist for ensuring your estate is in order. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.