What’s inside this month’s edition?
 
- Parents, the Children Will Be Fine
- 2020 RMD Repayments
- Do You Know Your Life Expectancy?
- Do You Have Unclaimed Funds?
- 10th Annual Shred Event

 What’s inside this month’s edition?
 

- The importance of Estate Planning

- We’re Social!

- Organizing Your Financial Records

- 2020 RMD Repayments

What's inside this month's edition?

- 2021 Outlook

- Andrew Chapman has earned the Certified Financial Planner designation!

- Go Digital with Account View and e Delivery

- Goodbye Mollie

- Winter Fun around Saratoga Springs

- Resolutions

What's inside this month's edition?

- 7 Things to Remember When You Feel Like You'll Never Be Able to Retire

- IRS Announces 2021 Retirement Plan Contribution Limits

- Did You Know? Facts & Statistics

- Planning Tip

- Holiday Lights in the Park

Unfortunately, security breaches have become a common occurrence the past few years. While it’s important to stay protected and do everything possible to prevent these breaches from happening to you, at times it's beyond your control. Stay vigilant by regularly checking your credit report.

Did you know?

What's inside this month's edition?

-34% of Retirees Are Spending More Than Expected

-Did You Know? Facts & Statistics

-Meet Lindsay!

-Social Security Recipients are Getting a Raise!

-Thanksgiving in Saratoga Springs

It is National Estate Planning Awareness Week and we want to remind you how important it is to talk with the next generation.