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January 2024: Retirement Readiness

January 2024: Retirement Readiness

January 17, 2024

This month's Retirement Readiness newsletter features a look at  "earnings season" (what is it?), the importance of having a plan for health care needs in retirement, preparing for the federal estate tax sunset, and why you should have an exit strategy in place. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?