How Much Income Does Social Security Replace?
Social Security can play an important role in funding retirement, but it was never intended to be the only source of retirement income.
Will You Work Beyond Traditional Retirement Age?
More than seven out of ten workers except to continue working at least part-time beyond traditional retirement age. If a paycheck is part of your retirement-income strategy, consider both the pros and cons.
Reviewing Your Estate Plan
An estate plan should be reviewed periodically, especially after a major life event.
'Tis the Season of Gift Card Scams
Unfortunately, the popularity of gift cards means that they are also popular with scam artists.
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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.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.
Prepared by Broadridge Advisor Solutions Copyright 2023.
