Broker Check
Eye On Money March/April 2021

Eye On Money March/April 2021

March 08, 2021

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

  • How to protect your finances. These tips may help protect your finances from life's curveballs, such as job losses, major health issues, identity theft, and more.
  • Your child’s investment income and taxes. Don’t miss this one if you have young children who receive investment income.
  • Charitable gifts that pay you income. Learn how you can make a gift to charity and generate an income stream for yourself or others at the same time.

Also in this issue, you can check out articles on saving for retirement medical expenses with a health savings account, learn about the various types of U.S. Treasury securities, and test your knowledge of Roth IRAs. Plus, you can travel vicariously to the white sands and turquoise waters of the Cook Islands, find out what’s blooming at botanical gardens this spring, and take a quiz on rivers throughout the world.

 If you have any questions please feel free to make an phone appointment here.