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Eye On Money September/October 2020

Eye On Money September/October 2020

September 01, 2020

September/October 2020 Eye On Money

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

  • 529 education savings plans. Do not miss this one if you want to help your child, grandchild, or other loved one save for college!
  • When to review your life insurance coverage. As your life changes, so may your need for life insurance. Here are five major life changes that typically signal the need for a life insurance review.
  • Five things to know about the FAFSA. If you have a child in or about to enter college, don’t miss this article that discusses the Free Application for Federal Student Aid, including why even well-to-do families may benefit from completing it.
  • Your Social Security Statement. Learn what it is, why people who are not yet receiving benefits should review it annually, and how to get it.

Also in this issue, you can check out articles on the legal documents you may need if you become sick or injured, the SIMPLE IRA, and diversifying your portfolio. Plus, you can vicariously visit Munich, discover five national parks and byways that really shine in autumn, and test your knowledge of ‘80s or ‘90s movies.

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