August 2017 Newsletter

August 3rd, 2017

Hard to believe it is almost time for school to start. Keep an eye out for sales and Sales Tax Holidays.

Working in Retirement: What You Need to Know Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. More Details Test Your Investing IQ Test your knowledge on stocks, bonds, and mutual funds. More Details Kickstart Your College Fund with a 529 Plan Named after the section of the tax code that governs them, 529 plans offer a unique combination of features and have become to the college savings world what 401(k) plans are to the retirement savings world. More Details How do the economic milestones of young adults today compare with prior generations? A recent study compares today’s young adults to their counterparts in 1975 to determine which generation is more financially secure. More Details Chart: Young Adult Milestones, 1975 vs. 2016 These two pie charts compare four common milestones of adulthood completed by young adults in 1975 and 2016. More Details

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This entry was posted on Thursday, August 3rd, 2017 at 4:26 pm. Both comments and pings are currently closed.