In addition to our quarterly investment commentary, this edition of Wealth Matters discusses ways to maximize your retirement savings and the factors to consider when planning your retirement goals. Retirement is one of life’s most significant events. The decision of when and how to retire should not be left to chance. While the financial complexities we face in retirement can be daunting, comprehensive planning with a professional can make you feel more comfortable with your decisions. Whether you are in the accumulation phase, or have already retired, it is never too late, or too early, to sit down with a trusted advisor to review your goals.
We hope you enjoy this issue of Wealth Matters.