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Eye on Money

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

What to do in the year before retirement. The decisions you make in the year before retirement regarding your retirement accounts, pensions, Social Security, and other retirement resources may impact you for the rest of your life. These tips and considerations can help with those decisions.

Financial resolutions for 2021. The start of a new year is a great time to evaluate your financial situation and take steps to improve it or, if your finances are already in great shape, protect it. These resolutions may help.

Inheriting an IRA. Don’t miss this one if you’ve recently inherited an IRA.

Also in this issue, you can check out articles on disability insurance, investing in bonds, your tax filing status, and financial tasks you can tackle in under 30 minutes each. Plus, you can travel vicariously to Lyon, France, discover craft exhibitions and markets planned for this winter, and see if you can identify the location of some of the most beautiful spots in America.

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

Eye on Money for January/Februrary 2021

Eye on Money for January/Februrary 2021

Check out the new Eye On Money issue for tips on what to do in the year before retirement, inheriting an IRA, financial resolutions for 2021, and more!

Investors should consider the investment objectives, risks, charges and expenses associated with municipal fund securities before investing.  This information is found in the issuer's official statement and should be read carefully before investing.

Investors should also consider whether the investor's or beneficiary's home state offers any state tax or other benefits available only form that state's 529 Plan.  Any state-based benefit should be one of many appropriately weighted factors in making an investment decision.  The investor should consult their financial or tax advisor before investing in any state's 529 Plan.

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