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September 2026: Retirement Readiness

September 04, 2026

This month’s Retirement Readiness newsletter features information on AI tools changing retiree entrepreneurship, steps to evaluate an estate, and important birthdays over 50. We've also included a video on leaving a lasting legacy. We hope you enjoy these helpful materials, and as always, reach out with any questions.

Have a great day!

AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.