Money Concepts Newsletter – December 2015

Money Concepts

Linda Wells
101 Devant St. #603
Fayetteville, GA 30214
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December 2015

When a Saver Marries a Spender, Every Penny Counts

Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. Thinking of yourselves as two sides of the same coin may help you appreciate your financial differences.

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Give Your Retirement Plan an Annual Checkup

If you haven’t revisited your employer-sponsored retirement savings plan yet in 2015, the end of the year may be an ideal time to do so.

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Periodic Review of Your Estate Plan

An estate plan should be reviewed periodically, especially after a major life event.

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What is a phased retirement?

In its broadest sense, a phased retirement is a gradual change in your work patterns as you head into retirement.More Details

Are federal employees eligible for phased retirement?

Federal employees may have the option to enter into a phased retirement if their agency allows it.More Details

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Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2015.


Posted in Credit Report, Estate Planning, Financial Issues, Insurance, IRA, Money Concepts Newsletters.