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Jump-Start or Refresh Your Planning This September
Happy National 401(k) Day!
Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national attention but
should if you are planning for your future: National 401(k) Day. Though we are in an era of overall declining economic confidence,
many Americans are still somewhat upbeat about their retirement savings. However, how you feel about your 401(k) account may
not reflect what is actually in it. Read more to learn about how National 401(k) Day is an ideal opportunity to take stock and ensure
that your plans keep pace with your expectations - for both yourself and your loved ones.
Read More . . .
Stepfamily Day: Smart Estate Planning for Blended Families
Happy National Stepfamily Day to all who celebrate it! At its heart, National Stepfamily Day on September 16th is a celebration of
second chances and the resilience it takes to embrace the unique challenges of blending families. Read more to learn about how those
challenges can extend beyond trying to get along as "one big happy family" and into financial and legal realms where planning for
the future requires as much care and sensitivity as navigating the family relationships themselves.
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National Centenarians Day: Planning for a Longer Life (and Legacy)
Who wants to live to be 100? That depends on who you ask. The number of Americans who are 100 years old or older has nearly tripled over the past three decades and is expected to quadruple over the next 30 years. Though an aging population is a
public policy challenge, reaching age 100 - and beyond - is also a personal milestone that more Americans than ever are celebrating. Read more to learn about how your financial and estate plans need to keep pace with that new reality.
Read More . . .
MEREDITH | PC
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This newsletter is for informational purposes only and is not intended to be construed as written advice about a Federal tax matter. Readers should consult with their own professional advisors to evaluate or pursue tax, accounting, financial, or legal planning strategies.
You have received this newsletter because I believe you will find its content valuable. Please feel free to Contact Me if you have any questions about this or any matters relating to estate planning.