August 2022: Retirement Readiness

Andrew Palomo, CFP®

August 06, 2022

Our Retirement Readiness newsletter features info about how the right executor is an important role in your estate planning, a fun video on setting up financial goals for success, a quiz to find out your investment IQ, and 4 really good reasons to invest. Hope you enjoy, and as always, reach out with any questions. Have a great day!

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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