Thoughts on Thursday... Eye on Money - New Issue!

Thoughts on Thursday... Eye on Money - New Issue!

| October 17, 2019

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


Year-end tax planning. You may be able to reduce your 2019 taxes if you act soon. Several tax-minimization tips are presented here. For specific advice, please consult us before the end of the year.


Company stock and NUA. Don’t miss this one if you have company stock in your 401(k) account.


Planning for a family member with special needs. This article looks at two ways you can contribute to the individual’s financial security without jeopardizing his or her government benefits.


Tips to help aging parents manage their finances.


Also in this issue, you can check out three things you may not know about naming beneficiaries, learn how bond yields are measured, and review tips for giving and receiving gift cards. Plus, you can take an armchair tour of Sicily, see why art museums aren’t just for viewing art any more, and test your knowledge of our national parks.


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

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