Eye On Money September/October 2021
We invite you to check out the new issue of Eye On Money! Inside are articles on:
Catching up on retirement savings. Getting a late start on saving for retirement? These tips can help you play catch up and build your retirement savings.
Saving for college with a 529 plan. Don’t miss this article if you want to help a loved one save for their college education!
Using income annuities to create a stream of retirement income.
Creating a master list of your assets for your family, agent, and executor. Here are a few ideas about how to create a master list of all of the information someone may need to distribute your estate or to manage your financial affairs if you become incapacitated.
Also in this issue, you can check out articles on investing in municipal bonds, see how much you know about Medicare, take an armchair tour of Singapore, learn about four blockbuster art exhibitions planned for the fall, and see if you can identify these ten American lakes.
Please let us know if you have questions about anything in Eye On Money.
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Robert J. Pyle, CFP®, CFA is president of Diversified Asset Management, Inc. (DAMI). DAMI is registered as an investment adviser with the U.S. Securities and Exchange Commission (“SEC”) with its primary place of business in 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. References to registration with the SEC do not imply any endorsement or approval of the qualifications of the firm, nor do they imply that the firm’s representatives have attained a particular level of skill or training. 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.