Dear Friends and Family,

We hope this letter finds you and your family well and looking forward to some beautiful spring weather!

There are several ways to help protect yourself from identity theft. Start by securing your home computer with a password. On Fidelity.com and other financial websites, we suggest you use a customer ID number rather than your Social Security number as a user ID. Monitor your account and credit card statements, and if you see anything suspicious, act quickly. Fidelity’s customer protection guarantee is available on their website for your reading pleasure.

In the depths of our research, we have come across several white paper articles that might be of interest to you as you build toward, transition to, and begin living in retirement. “Understanding the 5 Risks to Your Financially Secure Future” discusses the five risks that can erode significant life savings: longevity, inflation, asset allocation, withdrawal rate, and healthcare expenses. “The Equity You Live In: The Home as a Retirement Savings and Income Option” is another excellent resource. As Mark Twain said, “Buy land, they’re not making it anymore.” These are among the many educational retirement articles we have at our disposal. If you are interested in any or all of these white papers, please call or email Vicki at vicki@katzfamilyfinancial.com, and she would be happy to provide you with a copy.

Sue will be returning to the D.C. area on June 13th and 14th. She will be giving her Women, Wisdom, and Wealth seminar in both the afternoon and evening on both days. If you missed the seminars in March, here is another opportunity for you and a guest to come meet Sue and hear her financial discussion. Please contact Julie at 301.961.6032 or julie@katzfamilyfinancial.com for the full schedule of upcoming times and locations.

Happy May Day!

Katz Family Financial