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October 2021: Retirement Readiness

| October 04, 2021

Our newsletter this month features reasons you might want to keep a job even after you retire, the joys (and tax benefits!) of sharing wealth, the right time to take Social Security, and finally, ways to travel smarter. Hope you enjoy, and as always, reach out with any questions. Have a great day!

5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.