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August 26, 2021

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Retirement

Retirement Recap Week of 8/23

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Some of the top headlines and stories of the week that may impact your retirement.

  • Retirement Confidence - While it remains high, it is showing signs of stress. (Financialplanning.com)
  • How Much Each Generation Saves For Retirement - Are you in line with your generation? (CNBC)
  • Working Moms Are Neglecting 401(k) Rollovers - This could lead to paying excessive fees or suffering weaker returns (Barron's)
  • How To Discover Your Purpose In Retirement - “Purpose is fundamental. It is critical to your health, healing, happiness and ultimately, your longevity.” (Macomb Daily)

Be sure to check out our latest episode of The Retire Once Show.

Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.– Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. –  Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. This communication has not been reviewed for completeness or accuracy, does not necessarily reflect the views of Sanctuary Securities, Inc. or Sanctuary Advisors, LLC., and is not a recommendation or endorsement of any product, service, or issuer. Third party posts do not reflect the views of Theorem Wealth Management or Sanctuary Securities, Inc. or Sanctuary Advisors, LLC., and have not been reviewed for completeness and accuracy. All further communications from this representative must be sent from and received by johnathan@theoremwm.com. For additional information, please refer to one of the following consumer websites: www.FINRA.orgwww.SIPC.org.

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