Building Prosperity Newsletter December 2020

Americans gave almost $450 billion to charity in 2019. Here are the recipients of this generosity.

Before the start of the new year, why not take some time to review your retirement savings strategy? These tips will help.

Even if your family isn't quite ready to have a formal conversation about your financial legacy, you can still lay the groundwork for the future by identifying and sharing your money values.

Remember these tips to help maintain your credit score throughout the holiday season.

Important Disclosures

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Prepared by Broadridge Advisor Solutions Copyright 2020.