SEPTEMBER 2024 NEWSLETTER - INTRODUCTION

We are pleased to present you with this Newsletter.  In this edition we begin with two articles on Financial Planning for younger adults, written from different perspectives.  David wrote the first article from the position of a Senior.  Our most recently hired employee, Jess Potter (the last article introduces her), wrote the second from the position of a Millennial. 

The next article addresses the question of whether Americans can depend on the survival of the Social Security system using the current payment calculations.  That is followed by an article that tries to clarify how to retrieve information from Schwab, with paper documents or by going paperless.

Finally, there is a lengthy piece bringing you up to date on Office Matters.  We hope you enjoy it.    

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