Eye On Money September/October 2019

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

529 education savings plans. Do not miss this one if you want to help your child, grandchild, or other loved one save for college!

Starting a retirement plan for your business. There’s still time to set one up for 2019 if you act soon! Here’s a rundown of the types of retirement plans available to businesses and self-employed individuals.

Social Security retirement benefits. Check out this article for five things you should know about Social Security before you begin receiving retirement benefits.

What to do before and after a disaster strikes your home. These financial tips can help you prepare for a disaster and deal with its aftermath.  

Also in this issue, you can learn about exchange-traded fund (ETFs) and revocable living trusts, take an armchair tour of China’s Sichuan Province, find out about some special exhibitions and events planned for this fall, and test your knowledge of sports venues.

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

Eye on Money September/October 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.