Eye On Money May and June 2022
We invite you to check out the new issue of Eye On Money!
Inside are articles on:
Choosing the right retirement plan for your business. Don’t miss this one if you own a business or are self-employed and haven’t set up a business retirement plan yet. Small business retirement plans allow you to contribute far more each year than a personal IRA does—and the tax benefits are great!
Cutting the cost of attending college. Here’s a look at a few ways you may be able to trim the cost of college.
Options for your 401(k) when you leave a job. Roll it over, leave it where it is, cash it out—which option is right for you? This article takes a look at each of them.
Financial tips for travelers. If you have a trip coming up, taking a few financial steps before you leave home may help your trip go more smoothly.
Also in this issue, you can check out articles on how much more money you may be able to contribute to your retirement plan this year, financial gift ideas for new college graduates, ways to add international investments to your portfolio, and 3 things it’s good to know about disability insurance. Plus, you can travel vicariously along the French Riviera, discover what’s on at major museums this summer, and see if you can identify the location of a few travel destinations in our latest quiz.
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.