Summer 2023 Newsletter

Summer is here, a season to relax and enjoy the warm weather. We hope you are having a pleasant summer so far and enjoying your time with family and friends.

We’re pleased to provide you with the latest issue of our newsletter, covering a variety of financial topics – from home ownership and wealth planning to investing and retirement planning. Here are some highlights:

• Do you ever daydream about retirement? Find out on page 1 why those daydreams are actually a valuable wealth planning exercise.
• There’s a belief that a person’s tolerance to risk is a personality trait that doesn’t change. Read the page 2 article to see if that holds true for investing.
• Many people think an expected inheritance will help support their future lifestyle. An article on page 4 explains why they should think twice.

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View the full newsletter here.