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NEWSLETTER - JUNE 2024
Monday, July 8, 2024
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Friday, October 8, 2021
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JULY 2021 NEWSLETTER
Monday, August 9, 2021
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SAVE FOR RETIREMENT NOW!
Tuesday, July 6, 2021
SAVE FOR RETIREMENT NOW!
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Tuesday, June 8, 2021
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NEWSLETTER-JANUARY 2021
Thursday, February 4, 2021
GETTING READY TO RETIRE: THINGS TO KNOW Most people think of retirement as a finish line. In actual fact, retirement is a journey. These days, the average retiree is expected to live longer. This leaves one important question you may be asking yourself—will I have enough to live the life I want in retirement? Here are some tips and strategies which can help you refine your plan and adjust it based on your changing needs. How would you like to spend your time? What will an average day in your retirement look like? Perhaps it will consist of leisure activity, extensive travel, or part-time work. For some, it may include a phased approach with early retirement years spent traveling and later years spent close to home. Once you have a sense of your life in retirement, you can start estimating expenses. While it's impossible to know exactly how much you'll spend, you can get a good sense by looking at current expenses and projecting ahead based on your first few years of retirement. Consider breaking your expenses into these three categories: Essential expenses This includes
NEWSLETTER- DECEMBER 2020
Friday, January 8, 2021
MUST HAVES FROM YOUR CORORATE TRUSTEE
NEWSLETTER- NOVEMBER 2020
Tuesday, December 8, 2020
GETTING READY TO RETIRE- THINGS TO KNOW
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Thursday, November 5, 2020
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SEPTEMBER 2020 NEWSLETTER
Thursday, October 1, 2020
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Monday, August 31, 2020
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JUNE 2020 NEWSLETTER
Tuesday, June 16, 2020
JUNE 2020 NEWSLETTER
May 2020 Newsletter
Tuesday, May 12, 2020
Save for Retirement Now!
New Year; A Step Closer To Retirement
Tuesday, February 4, 2020
The New Year comes with new commitments, resolutions, and rededications. It is also a year closer to retirement. After spending the Christmas holidays (which comes with a lot of spending) with family and loved ones, the New Year should be a moment to reflect on and how the year will be like in terms of your future and retirement.