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Eye On Money September/October 2021

Eye On Money September/October 2021

September 01, 2021

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

  • Catching up on retirement savings. Getting a late start on saving for retirement? These tips can help you play catch up and build your retirement savings
  • Saving for college with a 529 plan. Don’t miss this article if you want to help a loved one save for their college education!
  • Using income annuities to create a stream of retirement income.
  • Creating a master list of your assets for your family, agent, and executor. Here are a few ideas about how to create a master list of all of the information someone may need to distribute your estate or to manage your financial affairs if you become incapacitated.

Also in this issue, you can check out articles on investing in municipal bonds, see how much you know about Medicare, take an armchair tour of Singapore, learn about four blockbuster art exhibitions planned for the fall, and see if you can identify these ten American lakes.

Call, email, or book an apointment in our calendar if you have any questions.­

Eye On Money September/October 2021