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October 2024: Retirement Readiness

October 04, 2024

This month’s Retirement Readiness newsletter features helpful information about umbrella liability insurance, the importance of keeping emotions out of investing, options for a 401(k) that's still at a previous employer, and a brief history on estate taxes. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.