December 2021: Your Money Matters

November 30, 2021

Our newsletter this month features a bucket plan to go with your bucket list, ensuring your retirement strategy anticipates health-care expenses, calculating your potential Social Security benefits, and considering when you should take Social Security. Hope you enjoy, and as always, reach out with any questions. 

A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.