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April 2021: Retirement Readiness

April 01, 2021

This month's Retirement Readiness newsletter features a quick video highlighting ways to make your retirement as exciting as your next vacation, a few lifestyle considerations in creating your retirement portfolio, some interesting facts on retirement spending patterns, and retirement traps to avoid. Hope you enjoy, and as always, reach out with any questions. Have a great day!

Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.