A Word from the CEO
For most of our working lives we're focused on building a nest egg large enough to provide adequate income in retirement. How should we update our investment strategy as retirement approaches? This month's
Financial Pulse encourages you to think about how to invest your portfolio so it provides the income you need during the 20-30 years you will likely spend in retirement.
This issue also includes two seasonal reminders. First, December 20 is the deadline for retired clergy to send us their Parsonage Allowance Declaration for 2020. Second, January is a great time to increase your retirement contribution.
Please don't hesitate to contact the JRB if you have questions about these articles or other issues related to financial planning and retirement. You can reach us by
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Happy Hanukkah and wishing you a happy, healthy and prosperous 2020,