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Eye on Money

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

Protecting your finances. Explore an array of tips on using savings, insurance, and legal documents to help protect your financial security.

Summertime tax tips. Discover how summertime activities, such as sending your child to day camp or remodeling your home, may affect your taxes.

Required minimum distributions (RMDs). Don’t miss this article if your retirement is right around the corner.

Health savings accounts (HSAs). Check out this article for nine things you may not know about HSAs.  

Also in this issue, you can learn about real estate investment trusts (REITs), donor-advised funds, and a powerful estate planning tool for blended families. Plus, you can check out tips for repaying federal student loans, cruise the Seine River vicariously, find out where to enjoy some outstanding music this summer, and take a quiz on popular travel destinations.

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

Eye on Money for Sept/Oct 2019

Check out the new Eye On Money issue for info and tips on 529 education savings plans, starting a retirement plan, Social Security benefits, ETFs, and more!

Click Here to View the Latest Edition