Dear Valued Investor:

What's inside this month's edition?

-Quarantine: A Retirement Practice Run?

-Did You Know? Facts & Statistics

-RMD Rollbacks

-Free Virtual Tours You Can Take Today!

-SFS 9th Annual Shred Event

-Planning Tip

Click here to check it out!

What's inside this month's edition?

-What Keeps You Up at Night?
-Did You Know? Facts & Statistics
-Freebies to Access During Self-Quarantine
-SFS Shred Event Rescheduled
-Planning Tip

The coronavirus outbreak, which has brought global economies to a near standstill, has sent the major US equity averages (the S&P 500, Dow, and Nasdaq) tumbling into bear market territory, putting an end to the record bull run that began in the aftermath of the financial crisis.

When should you start taking Social Security?

That's a difficult question to answer. Many people think that starting Social Security as early as possible is a good way to achieve an early retirement.

However, while you get a boost in income when you start Social Security, the earlier you start, the lower your monthly benefit amount will be (for life).

In effort to do our part in stopping the spread of COVID-19, we have rescheduled our Shred Event to Saturday, June 27th from 9-11am. We hope everyone is staying safe and healthy!

Please join us at our 9th Annual Shred Event and safely dispose of your old documents and confidential files!

Saturday, June 27th

Being financially literate is defined as understanding the core concepts of money management and being able to apply them in a manner that is beneficial to yourself and your family's long-term financial comfort and security.

What's inside this month's edition?

-How to Handle Market Declines
-Did You Know? Facts & Statistics
-Beware of COVID-19 Scams
-SFS 9th Annual Shred Event
-Deadline Extended
-Planning Tip

Click here to check it out!

As anticipated, President Donald Trump signed the $2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act into law this past Friday, March 27th.