Eye On Money November and December 2022

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

Year-end tax planning. You may be able to reduce your 2022 taxes if you act soon. Several tax-minimization tips and strategies for individuals are presented here. For specific advice, please consult us before the end of the year

Leftover money in a 529 account. For any number of reasons, you may end up with more money in a 529 education savings account than your child needs. This article looks at what you can do with it.

Financial tips for homeowners. Owning a home is a big financial commitment. These tips can help you plan for and manage home-related expenses.

Municipal bonds. Municipal bonds are issued by states, counties, cities, school districts, and other government entities to raise money for public projects. This article looks at seven more things to know about this type of bond.

Also in this issue, you can check out financial gift ideas for children and young adults, as well as test your Social Security knowledge. Plus, you can learn about several of Paris’s smaller museums, find out what’s going on this winter at six major museums in the United States, and see if you can identify ten travel destinations that are off the beaten path.

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.