January 2018 Newsletter

Planning Your Financial Future January 2018
As we enter a brand new year, I would like to thank you for being more than a client, but a friend, in 2017. May 2018 be prosperous to each and every one of you! Be blessed!
How Much Risk Can You Take?
Evaluate your personal relationship with risk by asking yourself these questions.
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Key Retirement and Tax Numbers for 2018
Here are a few key cost-of-living adjustments announced by the IRS for 2018, along with corresponding 2017 figures.
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Don’t Delay: The Potential Benefits of Starting to Save Now
For long-term investment goals such as retirement, time can be one of your biggest advantages.
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What can I do to crack down on robocalls?
Robocalls are often used by criminals to conduct various scams. Find out how you can help crack down on them.
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How can I protect myself from digital deception?
Social engineering is a dangerous kind of digital deception. Know how to protect yourself from it.
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Refer a friend
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