Newsletter

Our newsletters are full of tips, reminders and timely advice to help you stay well-informed when it comes to your business and personal finances. The information-rich articles cover topics that are important to you including- retirement, investment, education, estate, gift, and personal tax planning.

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

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

How to simplify your personal finances. Tips that can help make managing your finances simpler and faster.

Six things you can accomplish with an estate plan. Don’t miss this one if you haven’t set up an estate plan yet.

Income annuities: Providing income in retirement. Income annuities are designed to protect you from running out of money in retirement. Here are a few things to know about them.

The energy efficient home improvement credit. Learn how much you may save in taxes by making qualified improvements to your home.

Also in this issue, you can learn about real estate investment trusts (REITs), what to review in your Social Security Statement, and how to make the most of your tax refund. Plus, you can take an armchair cruise down the Rhine River, discover ten of the least-visited national parks, and see how much you know about New Orleans.

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