Diversified Asset Management, Inc. – Eye on Money Jan-Feb 2018 Newsletter

We invite you to check out the new issue of Eye On Money! Inside are articles on:
    
Ways to reduce the cost of attending college. Don’t miss this one if you or someone in your family will be attending college.
 
Early retirement and buyout offers—what to consider if you are offered one.

Direct and indirect rollovers—why one of these rollover methods is generally the better choice. 

Finding missing assets. Find out where to search for lost bank accounts, tax refunds, savings bonds, pensions, and more.

Also in this issue, you can learn about Treasury Inflation-Protected Securities (TIPS), emergency funds, how to protect yourself after a data breach, and ways to improve and maintain your financial health. Plus, you can take an armchair tour of Padua, Italy, find out what special exhibitions are currently at the major museums, and test how much you really know about winter.   

Please let us know if you have questions about anything in Eye On Money.

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To read the newsletter click on the link below:

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Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.

 

The views, opinion, information and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc.  The selection of any posts or articles should not be regarded as an explicit or implicit endorsement or recommendation of any such posts or articles, or services provided or referenced and statements made by the authors of such posts or articles.  Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting or tax advice.