Inside, you’ll find helpful insights including practical tax tips, guidance for navigating the final stretch before retirement, and simple winter pastimes to make the season more enjoyable. You’ll also find holiday highlights from the team, a look at our community involvement, and a cozy Chicken Tortilla Soup recipe to warm up your table. We’re glad to share this edition with you and hope it brings value to your season.
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Inside This Issue
2 – From the Desk of Jason Dugan
3 – Team Holiday Highlights
4 – Winter Pastimes to Carry You Through the Season
5 – Tailor Your Taxes for Retirement
6 – Laying the Groundwork for Tax Season
7 – Mastering the Last 5 Years Before Retirement
8 – The Grandparent Effect
9 – 5 Tips for Exercising in Cold Weather
10 – In the Community
11 – Chicken Tortilla Soup Recipe
Recent Insights
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Tailor Your Taxes for Retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
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Mastering the Last 5 Years Before Retirement
Retirement is right around the corner, and those final five years before you clock out for good are some of the most important in your financial journey.
