Eye On Money May/June 2023

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

How to simplify your personal finances. Tips that can help make managing your finances simpler and faster.

Six things you can accomplish with an estate plan. Don’t miss this one if you haven’t set up an estate plan yet.

Income annuities: Providing income in retirement. Income annuities are designed to protect you from running out of money in retirement. Here are a few things to know about them.

The energy efficient home improvement credit. Learn how much you may save in taxes by making qualified improvements to your home.

Also in this issue, you can learn about real estate investment trusts (REITs), what to review in your Social Security Statement, and how to make the most of your tax refund. Plus, you can take an armchair cruise down the Rhine River, discover ten of the least-visited national parks, and see how much you know about New Orleans.

Please let us know if you have questions about anything in Eye On Money.

Click here to read the full newsletter.

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.