October is here, bringing with it the fall season and a spotlight on retirement and estate planning in the financial services world.
As we near the end of the year, it’s a great time to pause and reflect on recent events and any changes that might have impacted your financial plans and policies. Taking this moment to reassess can help you proactively manage your financial future and position yourself for long-term success.
Key Dates
- Columbus Day (Indigenous Peoples’ Day) – 10/14
- National Retirement Security Week – 10/20-26
- National Estate Planning Awareness Week – 10/21-27
- Halloween – 10/31
- National Women’s Small Business Month
- Breast Cancer Awareness Month
Market Insights
Here’s a look at the market for the last 12 months, with some of the most popular benchmark indices. If you have any questions or concerns about your own investments, please reach out so we can discuss.
*As a reminder, past performance on any investments or the stock market are not indicative of future performance.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
I’m here to help with any financial questions you might have. Please don’t hesitate to reach out or book an appointment at your convenience.