Eye On Money Sep/Oct 2023

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

How to save for retirement if you don’t have a retirement plan at work. There are plenty of things you can do to help build your retirement savings. Here are a few ideas to consider.

How working past age 65 may affect your retirement benefits and accounts. Don’t miss this one if you are planning to work past age 65.

10 things to do in the year before college. There’s a lot to do in the year before a student heads off to college. This article looks at 10 of them.

Avoiding probate. Probate can sometimes be expensive and time-consuming. Here are three ways you can minimize your estate’s exposure to it.

Also in this issue, you can learn about emergency funds and common life insurance mistakes to avoid. Plus, you can travel vicariously to Calgary, Canada—the gateway to the Canadian Rockies. And you can test your knowledge of Vermont and read about a few museums, zoos, and aquariums that are bigger and better than ever this year.

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

Click here to read more.

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.