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Eye on Money

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

Planning your estate. Learn about eight common estate planning tools and how they can help protect your family’s financial future, as well as your own.

Education tax credits. Don’t miss this article if you are paying college tuition!

Converting to a Roth IRA. If you like the idea of paying tax now on your retirement savings so that future growth and withdrawals in retirement are tax-free, be sure to check out this article on converting a tax-deferred retirement account to a Roth IRA.

Five things you may not know about Medicare.

Also in this issue, you can check out articles on freezing your credit report, knowing when to check your tax withholding, and investing in dividend-paying stock. Plus, you can take a vicarious road trip through the scenic Drakensberg Mountains, learn which days private gardens will be open to the public, and test your knowledge of all things Canadian.

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

Eye on Money for Mar/Apr 2020

Check out the new Eye On Money issue for info on estate planning, education tax credits, converting to a Roth IRA, Medicare, freezing your credit report, and more!

Click Here to View the Latest Edition