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October 2026: Retirement Readiness

October 01, 2026

This month’s Retirement Readiness newsletter features information on benefits of working in retirement, estate taxes, and living trusts. We've also included a video on exploring encore career opportunities in retirement. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.