MONARCH MONTHLY
April 2022 Edition
ARE YOU READY??
Today’s headlines to help plan for tomorrow.
Sue’s News
April is financial literacy month – a nationally recognized campaign to promote, advocate, and support financial literacy efforts across the US.
Our forte? Retirement, and retirement readiness – we can help you make the most of your opportunities today, in order to get the optimal tax treatment and retirement savings for tomorrow.
The articles below focus on retirement readiness, including the impact of working after retirement, and the effect of inflation. We’ve also provided a retirement readiness checklist for you – it’s not quite as simple as simply stashing away money every month, but that’s a really good start!
Knowing your options, and having a solid long-term strategy, is key to retirement readiness, and to overall financial literacy.
“Retirement is not the end of the road; it is the beginning of the open highway” – Unknown
Be safe, and be well!
🧑💼 WORKING AFTER RETIREMENT 🧑💼
Some retirees are happy to leave the workforce 100%, pursuing more leisurely activities in their golden years. However, nearly half of American senior work a part time or side job during retirement, taking on a different kind of work, or simply scaling back their hours – with either choice, there are pros and cons to consider.
📈 INFLATION AND RETIREMENT 📈
Rising inflation (amongst other things) has spooked the stock market recently, and although this historic spike could be reversed gradually, it may also remain long-term. Here’s what you need to know – don’t panic, but don’t ignore it either!
✅ YOUR RETIREMENT READINESS CHECKLIST ✅
Deciding when to retire is one of the hardest decisions you’ll have to make. Too late? You may not have the energy to enjoy it! Too early? You may outlive your savings. This checklist provides you with 8 things to consider before retiring.
🎤 Recent Releases 👩🏼🎤
Subscribe to our podcast and YouTube channel for future updates!
Podcast: Retirement A to Z
Breaking down retirement plans into bite-size pieces
YouTube: Monarch Minutes
Discussing retirement, investment, insurance, and more!
Blog: Sue’s News
Discussion of the latest news, tips, and trends in financial planning.
🏃♀️ Run/Walk For a Reason 🏃♀️
Craft 🍺, Community 🤝, Cause 🤗
JUNE 11, 2022
Chris Owens of RE/MAX Preferred Group and I are pleased to announce that our next event will take place on June 11, 10am, starting and ending at Narrow Path Brewery, featuring the Loveland Hope Squad and the Ben Morrison Memorial Fund!
We had such a great turnout last year for them, we decided to feature them again!
Get up, get out, get together, and get moving for two GREAT causes – we’re looking forward seeing you, and to having another successful year giving back to our community!
Make sure to Like/Follow us on Facebook to stay up to date on future events. See you soon!
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