Eye On Money January/February 2021
We invite you to check out the new issue of Eye On Money! Inside are articles on:
What to do in the year before retirement. The decisions you make in the year before retirement regarding your retirement accounts, pensions, Social Security, and other retirement resources may impact you for the rest of your life. These tips and considerations can help with those decisions.
Financial resolutions for 2021. The start of a new year is a great time to evaluate your financial situation and take steps to improve it or, if your finances are already in great shape, protect it. These resolutions may help.
Inheriting an IRA. Don’t miss this one if you’ve recently inherited an IRA.
Also in this issue, you can check out articles on disability insurance, investing in bonds, your tax filing status, and financial tasks you can tackle in under 30 minutes each. Plus, you can travel vicariously to Lyon, France, discover craft exhibitions and markets planned for this winter, and see if you can identify the location of some of the most beautiful spots in America.
To view the latest Eye on Money, click here:
Eye On Money January/February 2021
Please let us know if you have questions about anything in Eye On Money.
Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is licensed as an investment adviser with the State of Colorado Division of Securities, and its investment advisory representatives are licensed by the State of Colorado. DAMI will only transact business in other states to the extent DAMI has made the requisite notice filings or obtained the necessary licensing in such state. No follow up or individualized responses to persons in other jurisdictions that involve either rendering or attempting to render personalized investment advice for compensation will be made absent compliance with applicable legal requirements, or an applicable exemption or exclusion. It does not constitute investment or tax advice. To contact Robert, call 303-440-2906 or e-mail info@diversifiedassetmanagement.com.
The views, opinion, information and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. The selection of any posts or articles should not be regarded as an explicit or implicit endorsement or recommendation of any such posts or articles, or services provided or referenced and statements made by the authors of such posts or articles. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting or tax advice.