INSIGHTS

IN THIS ISSUE:

• Roth or Regular?
• Rising Cost of Living
• Doggy Pay Care

IN THIS ISSUE:

• Retirement Planning with Your Spouse or Partner
• Tasks to Determine Your Life Insurance Needs
• Tips to Keep Your Smart Phone Safe and Secure

IN THIS ISSUE:

• SMART Financial Goals
• Potential Benefits of Bond Funds
• The Kaizen Philosophy for Personal Growth

IN THIS ISSUE:

• Rebalance Your Investment Allocation on a Regular Basis
• A Money Market Fund Can Help Support Your Overall Financial Plan
• Looking To Improve Your Physical and Mental Wellness? Consider Taking a Cold Plunge

IN THIS ISSUE:

• Understanding Debt Can Help You Make Smart Financial Moves
• Doing Some Tax Planning Now Can Pay Off Later in Retirement
• Make a Healthy Belly Part of Your Wellness Plan