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3-2-1 Newsletter (9-10-2020)  Thumbnail

3-2-1 Newsletter (9-10-2020)

3-2-1: 3 Costly Retirement Mistakes to Avoid, 8 ways issues can (and do) change in retirement, The Great MAGNIFIER in Retirement, How Retirees Are Reacting to Market Swings, COVID-19 Retirement Survey, and Why you need to identify your leisure activities before you retire.

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3-2-1 Newsletter (7-16-2020)  Thumbnail

3-2-1 Newsletter (7-16-2020)

In this issue: It pays to know your risks in retirement, Risk capacity supersedes risk tolerance in retirement. The pitfalls of doing your own retirement income planning. The Top 11 Jobs That Employers Want Retirees to Do, How Can You Protect Your Retirement Portfolio During the Election? and What do you need the most help with in retirement?

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3-2-1 Newsletter (7-09-2020)  Thumbnail

3-2-1 Newsletter (7-09-2020)

In this issue: What is the real goal? Why you may be over saving for retirement and not know it. What I can focus on today that will continue working for my retirement tomorrow. Medical expenses can eat up retirement income and Simplifying Your Life Before Retirement: 3 Simple Steps.

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3-2-1 Newsletter (7-02-2020)  Thumbnail

3-2-1 Newsletter (7-02-2020)

In this issue: 5 things you DON'T want to do to your retirement, Why Use a Retirement Income Plan in The First Place? 10 things your retirement income plan should include, What is the Retirement Spending Smile? How Much Retirement Income Will You Need? and What can you work on today that will continue working for your retirement?

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3-2-1 Newsletter (6-18-2020)  Thumbnail

3-2-1 Newsletter (6-18-2020)

In this issue: How good is your strategy for converting assets into retirement income? Choosing the most tax-efficient distribution strategy, The Insecurity of Social Security, Which Makes More Sense for Retirees: A Total-Return or Income Portfolio? and Deciding how to invest in retirement.

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3-2-1 Newsletter (5-28-2020)  Thumbnail

3-2-1 Newsletter (5-28-2020)

In this issue: Realistic retirement assumptions = lower retirement costs, What does luck have to do with retirement? 4 strategies to create lasting retirement income, Retiring Earlier than Planned: What Matters Most? and Know what you want to accomplish and avoid in retirement.

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