Resources

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Financial Breakaway Blueprint	Changing Jobs? Know your 401(K) Options
What is a Fiduciary, and Why You Should Care	Could a Health Savings Account (HSA) Help Strengthen Your Retirement?
CARES Act – 5 Key Items Everyone Should Know	What is Lifestyle Creep + 4 ways to Avoid It
Net Unrealized Appreciation	Budget Worksheet

Budget Worksheet: Now vs. Retirement	How A Financial Advisor Can Help Achieve Financial Goals
SECURE Act & Your Retirement Savings	Sequence of Returns Risk
4 Critical Social Security Facts Retirees Must Know	59 ½ - Why Is This Age So Important?

The Confident Retiree –
Thursday Sept. 7, 2023 – Noon & 2pm

Navigating the Social Security Maze –
Tuesday Sept. 19, 2023 – Noon & 7pm

Tax Mastery in Retirement –
Thursday Oct. 5, 2023 – Noon & 7pm