Eye On Money September/October 2020
We invite you to check out the new issue of Eye On Money! Inside are articles on:
529 education savings plans. Do not miss this one if you want to help your child, grandchild, or other loved one save for college!
When to review your life insurance coverage. As your life changes, so may your need for life insurance. Here are five major life changes that typically signal the need for a life insurance review.
Five things to know about the FAFSA. If you have a child in or about to enter college, don’t miss this article that discusses the Free Application for Federal Student Aid, including why even well-to-do families may benefit from completing it.
Your Social Security Statement. Learn what it is, why people who are not yet receiving benefits should review it annually, and how to get it.
Also in this issue, you can check out articles on the legal documents you may need if you become sick or injured, the SIMPLE IRA, and diversifying your portfolio. Plus, you can vicariously visit Munich, discover five national parks and byways that really shine in autumn, and test your knowledge of ‘80s or ‘90s movies.
To check out the latest Eye on Money, click here:
Eye On Money September/October 2020
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.