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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 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 (12-26-2019) Thumbnail

3-2-1 Retirement Newsletter (12-26-2019)

In this issue: 5 key decisions you’ll face in retirement, How to best use a 401(k) in retirement, Why are you investing?, Three reasons you should consider global diversification, and 1 work-related task you must complete to successfully transition into retirement.

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