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3-2-1 Newsletter (3-19-2020) Thumbnail

3-2-1 Newsletter (3-19-2020)

In this issue: The UPSIDE to the downside, How to make your money last in retirement, If you don't know where you are going, you'll end up someplace else, How best to annuitize defined contribution assets, 4 retirement planning steps everyone should take NOW and 1 decision you need to make to successfully prepare for retirement.

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3-2-1 Newsletter (3-12-2020) Thumbnail

3-2-1 Newsletter (3-12-2020)

In this issue: 4 common money mistakes pre-retirees make, Common estate planning myths, Today might be the best day to take action, Retirees can dodge taxes on these 9 types of income, Top 3 health insurance options if you retire early and 1 work-related task you must complete to successfully transition into retirement.

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3-2-1 Retirement Newsletter (2-27-2020) Thumbnail

3-2-1 Retirement Newsletter (2-27-2020)

In this issue: A retirement asset allocation you can actually understand, 5 steps to protect your retirement from Social Security and Medicare cutbacks, What scares you most about retirement? Can you fund retirement with home equity? When work is done: How to pick a place to retire and 1 work-related task you must complete to successfully transition into retirement.

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3-2-1 Retirement Newsletter (2-20-2020) Thumbnail

3-2-1 Retirement Newsletter (2-20-2020)

In this issue: Hope is not a retirement strategy, Think about tomorrow today, How to make your money last in retirement, How should I spend my money in retirement?, What is the retirement spending smile? and 1 work-related task you must complete to successfully transition into retirement.

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3-2-1 Retirement Newsletter (2-13-2020) Thumbnail

3-2-1 Retirement Newsletter (2-13-2020)

In this issue: Money isn't everything when it comes to retirement, Believe you can retire and you’re halfway there, Don’t let your retirement dreams be just dreams, Learn the things to make your nest egg last through retirement , Do you have a lump-sum mentality or income mentality and 1 work-related task you must complete to successfully transition into retirement.

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