Summer 2021 Newsletter

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Savings and investments may be the last thing on your mind as you enjoy our all-too-short summer. We can’t blame you! We hope you and your loved ones are safe and secure and can truly enjoy the warm days ahead.

As we begin to wind our way out of the pandemic, the financial world looks a lot different than it did at the beginning of last year. Click here for the latest issue of our newsletter, with some thought starters for you in this financial “new normal”, including:  

• When things begin to open up again, are you looking to spend some of your savings? A great idea as long as you don’t imperil your goals. To find out more, have a look at page 1.

• There’s been a lot of coverage in the news about the return of inflation. What does it mean for investors like you? See the articles on page 2.

• Are you retiring soon? As you move from accumulating savings to relying on them for income, tax-efficiency takes on a new importance. Read about strategies to save tax on page 3.