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December 2022: Retirement Readiness Newsletter

December 2022: Retirement Readiness Newsletter

December 06, 2022
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Our newsletter this month features information about the importance of having an estate plan, a humorous video about Wall Street cliches, a short article about being prepared for upcoming estate tax changes, and a helpful video about the importance of double-checking hospital bills. Hope you enjoy, and as always, reach out with any questions. Have a great day!

4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.