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:

Protecting yourself financially. Life can be risky at times. Jobs can be lost. People can fall ill. Financial markets can be volatile. Here are six things you can do to help minimize the toll that negative events may take on your finances.

Student loan repayment tips.  Don’t miss this one if you or someone in your family recently graduated from college and has federal student loans to repay.

New exceptions to the tax penalty on early 401(k) withdrawals.  These exceptions may help you avoid an early withdrawal penalty if you need to withdraw money from a retirement account before age 59½.

Charitable gifts that pay you an income. Life income gifts can help you fulfill your philanthropic goals and generate an income stream for yourself or others.

Also in this issue, you can learn about how investing can make you money, things to do before you travel abroad, and required minimum distributions. Plus, you can take an armchair tour of Morocco, learn about five scenic byways you may want to explore this summer, and see how much you really know about Miami.

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