Eye on Money July/August 2019
We invite you to check out the new issue of Eye On Money! Inside are articles on:
Protecting your finances. Explore an array of tips on using savings, insurance, and legal documents to help protect your financial security.
Summertime tax tips. Discover how summertime activities, such as sending your child to day camp or remodeling your home, may affect your taxes.
Required minimum distributions (RMDs). Don’t miss this article if your retirement is right around the corner.
Health savings accounts (HSAs). Check out this article for nine things you may not know about HSAs.
Also in this issue, you can learn about real estate investment trusts (REITs), donor-advised funds, and a powerful estate planning tool for blended families. Plus, you can check out tips for repaying federal student loans, cruise the Seine River vicariously, find out where to enjoy some outstanding music this summer, and take a quiz on popular travel destinations.
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.