Eye On Money July/August 2021
We invite you to check out the new issue of Eye On Money! Inside are articles on:
How to make the most of your charitable contributions. These tips can help you maximize your tax breaks for supporting your favorite charities.
Deciding whether to accept an early retirement offer. If your employer offers you an early retirement or buyout package, should you accept it? Here are a few things to consider when evaluating the offer and making your decision.
Tax credits for going green. Don’t miss this one if you plan to improve your home’s energy efficiency or purchase a plug-in vehicle!
Also in this issue, you can check out articles on investing in real estate investment trusts (REITs), financial tasks you can tackle in under 30 minutes each, the gift tax, and required minimum distributions (RMDs). Plus, you can decide whether to add the Amalfi Coast to your bucket list and read about a few exhibitions planned for this summer.
Please let us know if you have questions about anything in Eye On Money.
Click here for the newsletter
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”) with its primary place of business in 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. References to registration with the SEC do not imply any endorsement or approval of the qualifications of the firm, nor do they imply that the firm’s representatives have attained a particular level of skill or training. 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.