Please join us at our 10th Annual Shred Event and safely dispose of your old documents and confidential files!

Saturday, June 12th

9-11am

18 Division Street, Saratoga Springs

What’s inside this month’s edition?
 
- 2020 Tax and Contribution Deadline Extended!
- Are You Ready to Start Planning For Retirement?
- How to Organize Your Financial Life
- Did You Know?
- Financial Documents: What To Save And What You Can Throw Away
- 10th Annual Shred Event

What’s inside this month’s edition?
 
- Parents, the Children Will Be Fine
- 2020 RMD Repayments
- Do You Know Your Life Expectancy?
- Do You Have Unclaimed Funds?
- 10th Annual Shred Event

 What’s inside this month’s edition?
 

- The importance of Estate Planning

- We’re Social!

- Organizing Your Financial Records

- 2020 RMD Repayments

What's inside this month's edition?

- 2021 Outlook

- Andrew Chapman has earned the Certified Financial Planner designation!

- Go Digital with Account View and e Delivery

- Goodbye Mollie

- Winter Fun around Saratoga Springs

- Resolutions

What's inside this month's edition?

- 7 Things to Remember When You Feel Like You'll Never Be Able to Retire

- IRS Announces 2021 Retirement Plan Contribution Limits

- Did You Know? Facts & Statistics

- Planning Tip

- Holiday Lights in the Park

Unfortunately, security breaches have become a common occurrence the past few years. While it’s important to stay protected and do everything possible to prevent these breaches from happening to you, at times it's beyond your control. Stay vigilant by regularly checking your credit report.

Did you know?

What's inside this month's edition?

-34% of Retirees Are Spending More Than Expected

-Did You Know? Facts & Statistics

-Meet Lindsay!

-Social Security Recipients are Getting a Raise!

-Thanksgiving in Saratoga Springs