Retirement Newsletter – September 2021

Possible changes for catch-up contributions. Since 2002, Americans aged 50 and older have been permitted to make annual “catch-up” contributions to popular retirement accounts – but according to Vanguard’s 2021 How America Saves report, just 15% of retirement savers do. One factor may be the limits on these contributions. Many pre-retirees who are old enough […]

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Retirement Newsletter – July 2021

Is financial health a factor in your overall health? Data from a newly released Harris Poll of more than 1,000 U.S. Workers suggests that a majority of pre-retirees might answer “Yes” to that question. Sixty-six percent of respondents to the poll identified their financial health as a component of their overall well-being. In fact, financial […]

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