Eye On Money July and August 2022
We invite you to check out the new issue of Eye On Money!
Inside are articles on:
Estate planning. Putting together an estate plan is one of the best things you can do to protect your family’s financial future, as well as your own. This article looks at ways to transfer wealth, minimize estate taxes, and plan for incapacity.
10 ways to contribute to charity. There are many ways to provide financial support to the charitable causes you care about. This article introduces ten of them.
Can you deduct your home office? Don’t miss this one if you work from home and are either self-employed or a business owner.
Retirement savings tips for new grads. It’s never too early to begin saving for retirement. Here are some tips to help people just entering the workforce get started on the road to a financially secure retirement.
Also in this issue, you can test your bond knowledge and check out an article on documents and info you may need if your home is damaged in a natural disaster. Plus, you can immerse yourself in the scenery and history of the Pacific Northwest as you travel vicariously along the Snake and Columbia Rivers, learn about four classical music festivals that are planned for this summer, and see if you can identify ten historical sites in the U.S.
Please let us know if you have questions about anything in Eye On Money.
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Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. 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. 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.