Plan for a Comfortable Retirement

Finally we are getting some warm weather... Spring is here!  I hope this note finds you and your family happy and healthy.

This month we are going to focus on building a process that will prepare you for retirement.  Creating a process to prepare for retirement is essential for ensuring that you have a comfortable and stress-free retirement.  To help you get started, I have included our 2023 Financial Fitness Checkup worksheet.  This document is helpful when implementing the steps that we share with you in this month's newsletter. 

 For our short market update, we discuss the Fed's decision to raise interest rates again as well as an overview of JP Morgan's acquisition of First Republic Bank.  I know that the banking issues that have been nerve wracking for many people.  It's important to know that there have been 564 bank failures from 2001 through 2023.  If this information is surprising to you, it was surprising to me as well.  But it does shed some light on a broader perspective.

 I would enjoy hearing from you.  Let me know what other topics I can focus on in the future.  Thanks in advance!