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Thought you might find these articles of interest.

Do you have a Financial Strategy that works for you? 

Thought you might find these articles of interest. 

Regarding the latter, when Equifax was breached on top of multiple other breaches, we suggested you may want to freeze your credit report.

Thought you might find these articles of interest. 

If not for you, perhaps for a family member who you’d like to have better money habits.

Thought you might find a bit of commentary and perspective on the markets of interest (see link below) or topics in the attached articles.  Take what you like and leave the rest. 

Thought you might find these articles of interest.  If you’d like more certainty around your retirement, let us know.

It’s important to note to your CPA regarding the 1099-R, which reports distributions from IRAs and retirement plans, if it’s coming from a ROTH IRA.

Thought you might find these articles of interest. 

Do you need a review of your plans for retirement? 

Understanding the financial crisis of 2008 wiped out a lot of emergency funds, home equity and retirement plans we have seen a better employment picture recently and healthier markets until late 4^th quarter 2018. 

Thought you might find these articles of interest.  The latter if you are listed as Executor for a family member or friend or if you need to ask someone to serve as your Executor. 

A Look at HSAs
Health Savings Accounts may provide you with remarkable tax advantages.

Provided by Rita Wilczek

Happy New Year!