News

Harbour Trust Newsletter - December 2020

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 Spreading Generosity

The Americans gave almost $450 billion to charity in 2019. Here are the recipients of this generosity.


 

 

Five Tips to Regain Your Retirement Savings Focus in 2021

 Before the start of the new year, why not take some time to review your retirement savings strategy? These tips will help. 

 

 

Sharing Your Money Values Can Be Part of Your Legacy

 Even if your family isn't quite ready to have a formal conversation about your financial legacy, you can still lay the groundwork for the future by identifying and sharing your money values.

 

 

Lessons from the Lockdown: A Back-to-Basics Holiday

 If there's one thing the COVID-19 lockdowns demonstrated, it was the need to find joy in simple pleasures at home.

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  IMPORTANT DISCLOSURES


  Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations.

  The information presented here is not specific to any individual's personal circumstances.

 

Prepared by Broadridge Advisor Solutions Copyright 2020.

 

 

 

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 

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