Welcome to the latest version of our WAG Quarterly Newsletter! This newsletter features the movement of people and ideas in our office. This quarter we welcome a new team member to WAG! Learn about the adjustments we made when we needed to work from home, and read about some tips for planning for your future retirement.

In this edition:

  • WAG on the Move:  Welcome Tavis Logan to WAG!
  • Tech Corner: Working From Home
  • Tax and Legislation: Planning Ahead for Taxes in Retirement
  • Financial Planning Corner: The 7-Step Financial Planning Process
  • Retirement Planning Corner: Social Security Best Practices

To read the full newsletter click here: August 2020 Newsletter

Please turn your phone.

Start your Journey

Preview our portal

Are you on track?