Broker Check

Seasonal Newsletters

Perspectives Summer '22

Perspectives Summer '22

In This Issue:

  • Rethinking Retirement: How does your strategy stack
    up to these myths?
  • Backyard Bungalows to Captivating Cottages: Building your ideal home addition
  • Sip away the summertime with our family-friendly beverage recipes: Family-Friendly Summer Cocktails
  • Building Your Ultimate Smart Gym: Bringing the future into
    your home gym
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Perspectives Spring '22

Perspectives Spring '22

In This Issue:

  • Leaving a Lasting Legacy: How to Pay it Forward with a Charitable Foundation
  • A Springtime Checklist for Money & Home: Now's the Time to Get Your House in Order
  • Three Ways to Green up Your Life: Harvest at Home
  • Engaging Local History: Finding Adventure in Your Own Hometown
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Perspectives Fall '21

Perspectives Fall '21

In This Issue:

  • Retire Well or Save for College?
  • Monumental Impact: Women, Money, and a Global Pandemic
  • From Europe to Your Lunchbox: America's love for the Apple; All About Apples
  • Autumnal Oddities: Turkey Pardons, Corn Mazes and More
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Perspectives Summer '21

Perspectives Summer '21

In This Issue:

  • Pandemic-Proof your Finances: Three Ways to Prepare for Life's Storms
  • The Great Wealth Transfer: The Largest Transfer of Wealth in US History
  • See the World from Your Sofa: Online Tourism
  • How to Stock and Emergency Kit: Packing for a Trip You'll (Hopefully) Never Take
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Perspectives Spring '21

Perspectives Spring '21

In This Issue:

  • Declutter your Documents: Ready to Get Organized? Start Here.
  • Make your Money Work for You: Turning Retirement Savings into Retirement Income
  • A Matcha Made in Heaven: Start your Morning with a Grassy Green Kick! 
  • Seedling Today, Garden Tomorrow: A Beginner's Guide to Home Gardening
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Perspectives Fall '20

Perspectives Fall '20

In This Issue:

  • Bear vs. Bull: What's the Difference?
  • Investing for Impact: Make a Difference While Pursuing Your Goals
  • Halloween: Yesterday and Today
  • The Spice of Life: A Brief History of Pumpkin Spice
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Perspectives Summer '20

Perspectives Summer '20

In This Issue:

  • Navigating the CARES Act: Choices Available to You
  • Retiring During Volatile Times: Risks, Opportunities, and Questions to Consider
  • From the Farm to Your Table: Connecting with Community Supported Agriculture
  • Working from Home 101: How to Adjust to the Remote Life
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Perspectives Spring '20

Perspectives Spring '20

In This Issue:

  • Exploring an Encore Career: Do You Want to Keep Working During Your Retirement?
  • Understanding the SECURE ACT: 4 Things You Need to Know
  • Easy Gardening Tips to Make Your Yard Pop
  • The Fastest-Growing Sport in America: Have You Heard? Pickleball Is Sweeping the Nation
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Perspectives Winter '20

Perspectives Winter '20

In This Issue:

  • Getting Goals Right
  • Keeping Your Cash Flow Strong
  • Providing For Your Pets
  • A 2020 Vision for the New Year
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Perspectives Fall '19

Perspectives Fall '19

In This Issue:

  • Downsizing Before Retirement
  • Preparing for Extended Care
  • The Fine Art of Hygge
  • A Bountiful Harvest: Cooking in Autumn
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Perspectives Summer '19

Perspectives Summer '19

In This Issue:

  • When Should You Retire?
  • Should You Buy an RV?
  • Going Green and Saving Green with Solar Panels
  • Beat the Summer Heat with Sangria
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Perspectives Spring'19

Perspectives Spring'19

In This Issue:

  • Traveling On a Retirement Budget
  • Financial Spring Cleaning
  • Making the Transition to an Assisted Living
  • The No-Diet Diet
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