We invite you to check out the new issue of Eye On Money! Inside are articles on:
How to catch up on retirement savings. Even if time is running short, there are still things you can do to improve your retirement picture.
Strategies for charitable giving under the new tax law.
Changes to the deduction for home mortgage interest.
How an income annuity can help your retirement savings last a lifetime.
Also in this issue, you can check out three ways that bonds pay interest, learn how to help a teen get a jump on saving for retirement, figure out your new tax bracket, and review three financial tips for travelers. Plus, you can vicariously visit Tofino, BC, Canada where vacationers go in search of wild weather, learn where you can participate in a cycling event this summer, and test your knowledge of all things British.
Please let us know if you have questions about anything in Eye On Money.
To read the newsletter click on the link below:
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 firstname.lastname@example.org.
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.