In this issue of our Estate Planning Newsletter

Let Your Home Equity Fund Your Retirement

You may live in a home worth a great deal of money, but at the same time, are your bills piling up? If so, you may be house rich and cash poor. Click through to learn about a little-known method of tapping into that money.

Do You Embrace Risk or Reject It?

All investors should take a long look in their psychological mirror to understand their attitude toward risk. Are they thrill-seeking gamblers at heart? Or are they overly cautious, losing sleep over fear of losing funds?

A New Look at SECURE Act 2.0 Issues

Retirement plans are becoming more supercharged. Auto-enrollment and other key provisions are being phased in, meaning big changes are on the horizon for both employees and employers. Click through for more information about these changes and key details regarding the Setting Every Community Up for Retirement Enhancement Act 2.0.

Deciding When To Take Social Security Benefits

Did you know that you can start receiving Social Security benefits at the age of 62, 70 or anytime in between? The longer you wait, however, the more you’ll receive per month, though for a shorter period of time.

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