Fall checkup: Retirement planning moves to make now
Samantha Lee
Samantha Lee
Reporter · Bloomington, IL
Samantha is a dedicated community journalist with a Master’s degree in Journalism from Columbia College Chicago. Having previously reported for the Chicago Tribune's local news section, she brings a wealth of experience in covering community events and issues that matter to Bloomington residents.
More from Samantha →Reporter · Wednesday, November 4, 2026 at 6:30 PM · 1 min read
CFP Board reports that fall is a great time to review retirement planning strategies, focusing on tax strategies, charitable giving, and Social Security timing to maximize savings.