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:

40 financial things to know by age 40.  Tips to help you manage your finances today and lay the groundwork for the next 40 years. 

4 things to know about the new RMD rules.  Don’t miss this one if you are age 72 or older.

The new 529-plan-to-Roth-IRA rollover option.  If you have money left over in a 529 education savings account, you may be able to roll it over to a Roth IRA for the beneficiary beginning in 2024.

Certificates of deposit.  Learn what they are and how they work.

Also in this issue, you can learn about how bonds pay interest and explore a few financial tips for newlyweds. Plus, you can travel vicariously to Emilia-Romagna—a beautiful region of Italy known for its slow food and fast cars. And you can discover some of the special exhibitions planned for major museums this summer and see how much you know about Boston.

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