Smart Planner Newsletter

Here’s a look at some of the latest issues of our newsletter, Smart Planner .
This free, quarterly publication contains great information and useful tips, interesting features, and fun anecdotes to keep you up-to-date on the latest!
- Learn how to make our nest egg last
- Discover smart ways to plan your future
- Explore new ideas for making life easier
Enjoy!
Fall 2022Issue highlights include:
- Is it Okay to Say No to Becoming a Power of Attorney?
- 4 Key Things to Do When a Loved One Dies
- Protect Yourself from Cybercrime and Identity Theft
Issue highlights include:
- Tips for Applying for Medicaid
- Gifting Assets to Grandchildren
- 5 Good Things About Getting Older
Issue highlights include:
- Reason You Must File with the Probate Court
- 6 Estate Planning Documents You Should Create Today
- Tips for Saving Money on Gas
Issue highlights include:
- How to address ageism in a healthcare setting
- What to do when your parents need help
- Why estate planning is not about the money
Archived Issues
Looking for an older issue of our newsletter? Browse our archives here!