March 2016 Newsletter

March 2nd, 2016

Planning Your Financial Future March 2016
We are right in the middle of tax season. Just a reminder the IRS will never contact you via email. Beware of phishing scams!
Rates on the Rise: Strategies for Fixed-Income Investors
A long period of low yields has been challenging for many fixed-income investors, but owning bond investments in a rising interest-rate environment could become even trickier.
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Cost of Living: Where You Live Can Affect How Rich You Feel
Do you find yourself treading water financially even with a relatively healthy household income? If so, the cost of living might be to blame. The simple truth is that your money will go further in some cities and states than in others.
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Can You Get to a Million Dollars?
Often in life, you have investment goals that you hope to reach. Say, for example, you have determined that you would like to have $1 million in your investment portfolio by the time you retire. But will you be able to get to there?
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How long will I have to pay for private mortgage insurance?
There are generally two ways that private mortgage insurance (PMI) can be removed from your mortgage loan. The first is if you request PMI cancellation directly from your lender. The second is through termination by your lender.
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Should I loan my child money for a down payment on a house?
For a lot of young people today, it’s difficult to purchase a home without at least some financial assistance. As a result, many young adults turn to their parents or other family members for help with a down payment.
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Refer a friend
Any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016.

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