October 2017 Newsletter

Individual income tax returns that have been placed on extension are due the 15th of October. The clock is ticking.
Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
The opportunity to acquire company stock – inside or outside a workplace retirement plan – can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets
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Managing Debt While Saving for Retirement
The key in managing both debt repayment and retirement savings is to understand a few basic financial concepts.
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Examining the Taxpaying Population: Where Do You Fit In?
Here’s a snapshot of how the U.S. population breaks down as taxpayers, according to the Statistics of Income Division of the IRS.
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Is the Social Security Administration still mailing Social Security Statements?
The Social Security Administration (SSA) has changed how people receive their Social Security Statements.
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What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
It’s time to review your current Medicare coverage and make decisions about next year’s coverage.
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Refer a friend
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