August 2024: Retirement Readiness

Skip Saideh, ChFC®, AIF®

August 01, 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.

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What to Do When You Lose Your Wallet

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

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Making a Charitable Gift

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

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How to Appeal Your Property Taxes

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

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