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Harbour Trust Newsletter - January 2023

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 Retirement Age Expectations vs. Reality  

Do your expectations for retirement age reflect the reality of today's retirees?


 

 

Balancing Stocks and Bonds in One Fund

 Balanced funds generally have three objectives: conserve principal, provide income, and pursue long-term growth.

 

 

Debt Optimization Strategies

 In these uncertain economic times, you may be thinking of reducing your debt load. There are a number of strategies for paying off debt that you might consider. 

 

 

Three Ways to Help Simplify Your Finances

 Over time, finances tend to get complicated, but making just a few changes may help you focus on your financial priorities. 

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  IMPORTANT DISCLOSURES


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.

 

Prepared by Broadridge Advisor Solutions Copyright 2023.

 
 
 
 

 

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