Eye On Money March/April 2019

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

Planning your estate. Learn about ways to transfer wealth, minimize or avoid probate, and plan for the day when you are not able to manage your own finances.

Key birthdays in a financial plan. Some rules regarding your finances change on certain birthdays.

We’ll tell you which ones they are.

Do your young children need to file a tax return? They may if their income exceeds certain amounts.

The American Opportunity Tax Credit. If you pay college tuition, this tax credit has the potential to put up to $2,500 per student back in your pocket if you are eligible to claim it.

Also in this issue, you can check out five things that may surprise you about your 2018 federal tax return and three things to know about municipal bonds. Plus, you can vicariously tour the sights of Lisbon, Portugal, discover where to spot the first signs of spring, and take a quiz on anniversaries occurring in 2019.

 

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

Eye On Money March/April 2019

 

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.