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Summer 2021 Newsletter

June 14, 2021

When was the last time you looked at your beneficiary designations? Some people think their will or trust is all they need to ensure their assets go to the desired recipients. Have you reached middle age without accumulating much in retirement savings?

If so, follow the link to read more about:

Pump Up Your Retirement Savings │ Do You Have a Rainy Day Fund? │ Signs You Need a Financial Plan │ Overcoming 5 Retirement Fears │Beneficiary Designations Override Wills │ Chicken Taco Avocado Recipe