August 2024: Retirement Readiness

Erik Holt

August 05, 2024

This month’s Retirement Readiness newsletter features helpful information regarding risk in retirement and changes to your mindset, steps to take if you lose your wallet/purse, considerations when charitably donating stock, and tips for appealing your property taxes. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.