Eye on Money January/February 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on:

Giving smarter. This article explores ways to make the most of your charitable contributions.

Why knowing your net worth is important. Plus, we’ll show you how to calculate it.

How to save more money this year. These tips can help you save more money, cut your expenses, and make smart choices about the types of accounts you use.

The child tax credit. This tax credit has been revamped and can now be claimed by many higher-income families with young children. Here are a few things to know about it.

Also in this issue, you can check out the differences between Treasury bonds, notes, and bills, learn how to improve your credit score, and make a note of key financial dates for the first few months of 2019. Plus, you can decide whether to add St Anton and the rest of Austria’s Arlberg Ski Region to your skiing bucket list, learn which national parks shine in winter, and test your knowledge of best-selling novels.

Click here to read more:

Eye on Money January/ February 2019

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

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.

Previous
Previous

Year End Tax Loss Harvesting

Next
Next

ESG Funds Environmental Social Governance - Doing Well and Doing Good