October 2022 Retirement Readiness eNewsletter

The October Retirement Readiness newsletter features considerations for managing your estate, best practices when buying a vacation home, what to do when your heirs are imperfect, and how to make sure your investments can support your retirement lifestyle. Hope you enjoy, and as always, reach out with any questions. Have a great week!

Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Learn More

Questions to Consider When Buying a Vacation Home Doing your research is key before buying a vacation home. Learn More

When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive. Learn More

Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Learn More

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright 2022 FMG Suite.