Eye On Money Magazine
EOM 2020 July / August
Mailed to subscribers mid June. This issue contains articles on:
- How to Save for Retirement Without a 401(k)
- 5 Things to Know About Donor-Advised Funds
- Navigating Volatility in the Stock Market
- Two Federal Tax Credits for Improving Your Home’s Energy Efficiency
- The CARES Act: Highlights of the Act That May Affect You
- Stock Fund Categories: What They Are and Why They Matter
- Missing Money? Here’s Where to Look for It.
- Airs and Graces: Victoria, BC, Canada
- New and Transformed Museums Due to Open in 2020
- Quiz: Read Any Good Books Lately?
EOM 2020 May / June
Mailed to subscribers mid April. This issue contains articles on:
- Retirement Savings Tips by Age
- The SECURE Act Makes Changes to IRAs and Retirement Plans
- Financial and Legal Tips for New Parents
- 3 Things to Know About the Electric Vehicle Tax Credit
- 529 Funds Can Now Be Used for Student Loan Repayment and Apprenticeships
- Market Capitalization: What It Is and Why It Matters
- You May Be Able to Contribute More Money to Your Retirement Plan and HSA for 2020
- Kyoto Calm: Kyoto, Japan
- Places to Explore from Home
- Quiz: Where In the World Are You?
EOM 2020 March / April
Mailed to subscribers mid February. This issue contains articles on:
- 8 Key Estate Planning Tools
- Two Tax Credits for Paying College Tuition: How They Compare
- Five Things You May Not Know About Medicare
- Nine Things to Know About Converting to a Roth IRA
- Three Things to Know About Freezing Your Credit Report
- Signs That It Is Time to Check Your Withholding
- Investing in Dividend-Paying Stocks
- Last-Minute Tax Reminders
- Wild Things: Drakensberg Mountains, South Africa
- Tours of Private Gardens
- Quiz: O Canada
EOM 2020 January / February
Mailed to subscribers mid December. This issue contains articles on:
- How to Declutter and Organize Your Finances
- Four Options for Your 401(k) When You Leave a Job
- Nanny Taxes: Do You Have to Pay Them?
- Three Ways to Reduce the Cost of Attending College
- 5 Financial Things to Review Annually
- Money Market Accounts and Money Market Funds: What Are the Differences?
- How to Get Started on Your Financial Goals
- Islands in Blue and White: Cyclades, Greece
- 5 Things to Do When It’s Cold Outside
- Quiz: Out of This World
EOM 2019 November / December
Mailed to subscribers mid October. This issue contains articles on:
- 2019 Year-End Tax Planning
- Tips to Help Aging Parents Manage Their Finances
- Company Stock and NUA: An Opportunity to Reduce Your Taxes
- Three Things to Know About Naming Beneficiaries
- Planning for a Family Member with Special Needs
- Bond Yields: Measuring the Returns on a Bond
- Tips for Giving and Receiving Gift Cards
- Crossroads of the Mediterranean: Sicily, Italy
- Expect the Unexpected at an Art Museum
- Quiz: Name that National Park
EOM 2019 September / October
Mailed to subscribers mid August. This issue contains articles on:
- Saving for Education with a 529 Plan
- Starting a Retirement Plan for Your Business
- 5 Things to Know About Social Security Before You Begin Retirement Benefits
- 3 Benefits of a Revocable Living Trust
- Is It Tax Deductible?
- 5 Things to Know About Exchange-Traded Funds (ETFs)
- What to Do Financially Before and After a Disaster Strikes Your Home
- Land of Abundance: Sichuan Province, China
- What’s On This Fall?
- Quiz: Where in the World of Sports Are You?
EOM 2019 July / August
Mailed to subscribers mid June. This issue contains articles on:
- How to Protect Your Finances
- Summertime Tax Tips
- What to Know About Required Minimum Distributions (RMDs)
- 9 Things You May Not Know About Health Savings Accounts
- 3 Things to Know About Donor-Advised Funds
- Federal Student Loan Repayment Tips for Recent Grads
- 5 Things to Know About REITs
- QTIP Trust: An Estate Planning Tool for Blended Families
- French Connections: Seine River, France
- Summer Music Festivals 2019
- Quiz: Where in the World Are You?
EOM 2019 May / June
Mailed to subscribers mid April. This issue contains articles on:
- Retirement Planning Basics
- 5 Tax Tips for New College Grads
- Should You Convert to a Roth Account?
- Three Things You May Not Know Life Insurance Can Do
- Financial Tips for Homeowners
- Test Your Investing Knowledge
- Getting Your Financial Ducks in a Row in the Year Before College
- A Piece of Nice: Nice, France
- What’s On at the Museums
- Quiz: Going to Extremes
EOM 2019 March / April
Mailed to subscribers mid February. This issue contains articles on:
- 32 Things to Know About Planning Your Estate
- Key Birthdays in a Financial Plan
- Five Things That May Surprise You About Your 2018 Federal Tax Return
- The American Opportunity Tax Credit—A Major Tax Break for Paying College Tuition
- 3 Things to Know About Municipal Bonds
- Does My Child Need to File a Tax Return?
- Portuguese Pleasures: Lisbon, Portugal
- The First Signs of Spring
- Quiz: Anniversaries in 2019
EOM 2019 January / February
Mailed to subscribers mid December. This issue contains articles on:
- Give Smarter
- Your Net Worth: Why It’s Important and How to Calculate It
- Nine Ways to Save More Money This Year
- Five Things to Know About the Child Tax Credit
- How to Improve Your Credit Score
- Treasury Bonds, Notes, and Bills: What Are the Differences?
- Key Financial Dates for the New Year
- Winter Wonderland: Arlberg Ski Region, Austria
- National Parks Are More Than Just Summer Destinations
- Quiz: Read Any Good Books Lately?
EOM 2018 November / December
Mailed to subscribers mid October. This issue contains articles on:
- 2018 Year-End Tax Planning
- Documenting Your Charitable Gifts
- Three Things to Understand About Credit Reports
- The Taxation of Alimony to Change in 2019—But Not for Everyone
- Diversification: A Way to Manage Risk
- Two Tax-Savvy Ways to Give the Gift of Education
- Land of Ice and Fire: Iceland
- What’s On at the Museums
- Quiz: Where in the World Are You?
EOM 2018 September / October
Mailed to subscribers mid August. This issue includes articles on:
- Financial Tips for Your 50s and 60s
- 529 Savings Plans Are Not Just for College Anymore
- The New Tax Law Makes Roth IRAs More Attractive
- Five Things about the New Estate Tax Exemption
- What to Consider When Choosing a Donor-Advised Fund Sponsor
- Asset Location: A Strategy for Boosting After-Tax Returns
- How to Prepare Financially for When Illness or Injury Strikes
- Rocks of Ages: Arches National Park
- Dark Skies
- Quiz: Where in South America Are You?
EOM 2018 July / August
Mailed to subscribers mid June. This issue includes articles on:
- 8 Ways to Catch Up on Retirement Savings
- Deducting the Interest on Home Loans Under the New Tax Law
- Income Annuities: Helping Your Savings Last a Lifetime
- Strategies for Charitable Giving Under the New Tax Law
- How to Help a Teen Get a Jump on Saving for Retirement
- 3 Ways That Bonds Pay Interest
- 3 Reminders for Travelers
- What’s My Tax Bracket?
- The Perfect Storm: Tofino, BC, Canada
- Rides of Your Life
- Quiz: All Things British
EOM 2018 May / June
Mailed to subscribers mid April. This issue contains exciting articles on:
- What You Need to Know About the New Tax Law
- 8 Reasons to Participate in a 401(k) Plan
- Financial Tips for Retirees and Seniors
- Retiring Before Age 65? Where to Find Health Insurance
- A Tax Credit for Day Camp
- 7 Things to Know About Preferred Stocks
- 2018 Retirement Account Contribution Limits
- Grape Expectations: Lake Geneva, Switzerland
- Exhibitions to See This Summer
- Quiz: America the Beautiful
EOM 2018 March / April
Mailed mid February. This issue includes interesting articles on:
- Planning for Long-Term Care
- What Does It Cost to Raise a Child?
- Smart Ways to Use Your Tax Refund
- 6 Ways to Simplify Your Finances
- 3 Things to Know About IRAs
- 5 Ways to Generate Retirement Income
- Which Is Better - Individual Bonds or a Bond Fund?
- Financial Tips for Newlyweds
- Land of Legends: Northern Ireland Coastline
- New Orleans' Tricentennial Celebration
- Quiz: Where in the World Are You?