facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

April 2018 Newsletter

Welcome to the April issue of our newsletter, “About Your Money.”  Our intent is to provide you with short, easy to read articles, you guessed it!  About Your Money. 

We hope you enjoy this month’s issue which includes articles on the following subjects:

  • The Financial State of U.S. Households
  • The Standard Deduction and Itemized Deductions after Tax Reform
  • Four Points to Consider When Setting a Retirement Income Goal
  • Tips for Creating a Budget and Sticking to it
  • Strategies for Paying off Credit Card Debt

Please feel free to contact our office if you would like to discuss how any of these issues affect you and your money.

April Newsletter.pdf


Get Acquainted meeting

We offer a complimentary 45 minute “Get Acquainted” meeting. 

Contact Us