July 2024: Retirement Readiness

Erik Holt

July 03, 2024

This month’s Retirement Readiness newsletter features helpful information about what to do if you experience a data breach, steps to take when a loved one passes, understanding how spending changes during retirement, and important precautions if you own a pool or spa. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.