Volume 15: Retirement Readiness

Volume 15: Retirement Readiness

September 08, 2020

Our Retirement Readiness newsletter features a pre-retirement checklist offering a quick snapshot of how prepared you are, a fun video on setting up financial goals for success, a quiz to find out your investment IQ, and 4 really good reasons to invest. Hope you enjoy, and as always, reach out with any questions. Have a great day!

The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?