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.
Click here to view a PDF version.
Use the icons above to turn pages, share, download, zoom, and view full screen.
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
-
RMDs, Roth Conversions, and QCDs: What Retirees Should Know
Learn how RMDs, Roth conversions, and Qualified Charitable Distributions may affect retirement taxes, charitable giving, Medicare premiums, and the assets you leave to your family.
-
The Final 5 Years Before Retirement Guide
The final years before retirement may be among the most important planning years of your financial life. They deserve to be used well.
-
Aspire Team Stories: Meet Jo’nelle Fetzer
In this video, Jo’nelle reflects on the lessons her parents taught her about hard work, kindness, and showing up for the people around you.
