Our November 2024 Newsletter: Fraud Awareness
Submitted by Saratoga Financial Services on November 1st, 2024
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Blogs
Our October 2024 Newsletter: Three Changes Coming for Social Security in 2025
Submitted by Saratoga Financial Services on October 4th, 2024
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Our September 2024 Newsletter: Estate Planning 101
Submitted by Saratoga Financial Services on September 9th, 2024
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Our August 2024 Newsletter: Reinvest Your RMD
Submitted by Saratoga Financial Services on August 20th, 2024
Reinvest Your RMD
Our July 2024 Newsletter: Using The S&P 500 as a Benchmark Isn't Appropriate for Everyone
Submitted by Saratoga Financial Services on July 10th, 2024Using The S&P 500 as a Benchmark Isn't Appropriate for Everyone
Our June 2024 Newsletter: What Happens Financially When You Work One More Year?
Submitted by Saratoga Financial Services on June 10th, 2024
What Happens Financially When You Work One More Year?
Determining when to retire is one of life’s biggest decisions. Reviewing your finances, lifestyle, goals and “playing out” various potential scenarios for retirement with your financial advisor can help guide your decision.
Our May 2024 Newsletter: Appeal of the 60/40 Portfolio
Submitted by Saratoga Financial Services on May 9th, 2024
Appeal of the 60/40 Portfolio
What is a 60/40 portfolio? It is a portfolio that includes 60% stocks (equities) and 40% bonds (fixed income) asset allocation exposure. Stocks can be diversified across different industries, sectors, sizes and geographies.
Our April 2024 Newsletter: When To Trigger Social Security
Submitted by Saratoga Financial Services on April 8th, 2024
When To Trigger Social Security
Our March 2024 Newsletter: Retirement Income & Taxes
Submitted by Saratoga Financial Services on March 5th, 2024
Retirement Income & Taxes
Our February 2024 Newsletter: How Much Will You Spend in Retirement?
Submitted by Saratoga Financial Services on February 7th, 2024
How Much Will You Spend in Retirement
