Retirement Insight December 2020

December 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees December 2020 QUOTE OF THE MONTH “If you don’t like the road you’re walking, start paving another one.” – DOLLY PARTON THIS YEAR, THERE IS MORE INCENTIVE TO GIVE When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax
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RETIREMENT INSIGHT NOVEMBER 2020

November 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees NOVEMBER 2020 QUOTE OF THE MONTH “In a time of drastic change, it is the learners who inherit the future.” – ERIC HOFFER MOST AMERICANS THINK THEY WILL WORK IN RETIREMENT A life of leisure? That may not be what retirement looks like for baby boomers and
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Retirement Insight October 2020

October 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees OCTOBER 2020 QUOTE OF THE MONTH “Somewhere there’s a score being kept, so you have an obligation to live life as well as you can, and be as engaged as you can.” – BILL MURRAY ARE CAR OR TRUCK COSTS BLOCKING THE ROAD TO RETIREMENT? On a
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Retirement Insight September 2020

September 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees  September 2020 QUOTE OF THE MONTH “Elegance is not about being noticed. It’s about being remembered.” – GIORGIO ARMANI COULD YOU RETIRE AT 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy,
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Retirement Insight August 2020

August 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees AUGUST 2020 QUOTE OF THE MONTH “Not everything that is faced can be changed, but nothing can be changed until it is faced.” – JAMES BALDWIN FIGURING OUT WHEN TO START YOUR SECOND ACT Many Gen Xers and baby boomers look forward to retiring on their terms. In
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Retirement Insight July 2020

July 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees JULY 2020 QUOTE OF THE MONTH “We are made to persist. That’s how we find out who we are.” – TOBIAS WOLFF HAS THE PANDEMIC AFFECTED THE RETIREMENT MINDSET? Each year, the Transamerica Center for Retirement Studies surveys baby boomers, Gen Xers, and millennials to gauge their
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Retirement Insight June 2020

June 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees June 2020 QUOTE OF THE MONTH “The real voyage of discovery consists not in seeking new lands but seeing with new eyes.” – MARCEL PROUST YOU MIGHT SPEND LESS – LATER IN RETIREMENT A 2019 whitepaper by the Employee Benefit Research Institute (EBRI) indicates that Americans tend
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Retirement Insight – May 2020

Monthly News and Information for Current and Future Retirees MAY 2020 QUOTE OF THE MONTH “Reputation is what other people know about you. Honor is what you know about yourself.” – LOIS MCMASTER BUJOLD HOW SHOULD PRE-RETIREES VIEW ILLIQUID ASSETS? Some people approach their retirement years owning illiquid assets worth more than their liquid ones. While
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Retirement Insight April 2020

April 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees April 2020 QUOTE OF THE MONTH “There are no mistakes. The events we bring upon ourselves, no matter how unpleasant, are necessary in order to learn what we need to learn; whatever steps we take, they’re necessary to reach the places we’ve chosen to go.” – Richard
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RETIREMENT INSIGHT MARCH 2020

March 4, 2020 Retirement Insights
Monthly News and Information for Current and Future Retirees March 2020 QUOTE OF THE MONTH “In a time of drastic change, it is the learners who inherit the future.” – ERIC HOFFER DID YOU KNOW? The rarest of the rare…Astatine (At) is the rarest element that naturally occurs in the Earth’s crust. Only about 28 grams
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