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Eye On Money March/April 2023

Eye On Money March/April 2023

March 01, 2023

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

  • 9 ways to cut the cost of attending college.  Don’t miss this one if there is a college-bound student in your family.
  • Tips to help you save for retirement.  The steps you take today to plan and save for retirement can make a big difference in your financial security years from now.   
  • Social Security benefits for ex-spouses.  Here are a few things to know about collecting Social Security benefits based on your ex-spouse’s earnings record.
  • Buying I Bonds with your tax refund.  You can use up to $5,000 of your federal tax refund to purchase I Bonds, a type of savings bond from the U.S. Treasury that is designed to protect your investment from inflation. We’ll tell you how.

Also in this issue, you can learn about Treasury bonds, notes, and bills and find out how to check the status of your federal tax refund. Plus, you can review the 2023 contribution limits for retirement plans and IRAs—you may be able to contribute considerably more this year. And you can take an armchair tour of Turkey’s Aegean coast and discover where to see spectacular displays of cherry blossoms in the United States.

If you have any questions, please make an appointment in our calendar here.

Eye On Money March/April 2023