A Retirement Fact Sheet, Your Extended Care Strategy and Should You Choose a Fixed or Variable?
by Rita Wilczek on Mar 25, 2020
A Retirement Fact Sheet
Some specifics about the “second act.”
Why Having a Financial Professional Matters and Understanding Long-Term Care
by Rita Wilczek on Mar 19, 2020
Greetings,
Thought you might find these articles of interest.
Your Diversified Portfolio vs. the S&P 500 and When Alzheimer's Disease Is Diagnosed
by Rita Wilczek on Aug 8, 2019
Your Diversified Portfolio vs. the S&P 500
Consider an IRA Charitable Rollover and How Women Can Narrow the Retirement Saving Gap
by Rita Wilczek on Jul 31, 2019
Thought you might find these articles of interest. Being tax-wise helps make your funds last longer.
Thanks,
Rita
Consider an IRA Charitable Rollover
Put it in a Letter and The Investment Risk You May Not Know About
by Rita Wilczek on Jul 25, 2019
Thought you might find these articles of interest.
Thanks and be well.
Sincerely, Rita
Protection Against Uninsured Drivers and Could Assumptions Harm Your Retirement Strategy
by Rita Wilczek on Jul 18, 2019
Greetings,
Harbour Investments has assigned Nils Egge and me to be your advisor of records. Some of you may have received an email introduction from Cassandra Holstad (formerly Cassie Brose who worked with Michelle Harrington).
Will You Avoid These Estate Planning Mistakes and How Medigap Choices Are Changing and Eight Mistakes That Can Upend Your Retirement
by Rita Wilczek on Jul 15, 2019
Greetings,
We thought you may find at least one article of interest. Take what you like and leave the rest.
Coping with an Inheritance and A Decision Not Made is Still a Decision
by Rita Wilczek on Jul 3, 2019
Wishing you a relaxing and safe Independence Day!
June Tax Efficiency and Three Key Questions to Answer Before Taking Social Security
by Rita Wilczek on Jul 3, 2019
Thought you might find these articles of interest.
Tax Moves to Consider in Summer and The High Cost of Health Care
by Rita Wilczek on Jun 21, 2019
Greetings!
The S & P hit a record today. Is your portfolio allocation aligned to your objectives? If not, it’s time to review.