We invite you to check out the new issue of Eye On Money! Inside are articles on:

Planning your estate.
Learn about ways to transfer wealth, minimize or avoid probate, and plan for the day when you are not able to manage your own finances.

Key birthdays in a financial plan.
Some rules regarding your finances change on certain birthdays.

We’ll tell you which ones they are.

Do your young children need to file a tax return?
They may if their income exceeds certain amounts.

 The American Opportunity Tax Credit.
If you pay college tuition, this tax credit has the potential to put up to $2,500 per student back in your pocket if you are eligible to claim it.

Plus so much more! Don’t forget you can get Eye on Money delivered straight to your inbox. Just ask our wealth management team to sign you up. Need more information? Reach out to your Magnuson, McHugh, and Company wealth management representative so they can address any questions that are specific to your situation. That’s why we’re here for you!

Not a current client? No problem! Submit your question here and we’ll be in touch soon.

March/April 2019

tax plan, Wealth Management, estate planning, investment plans

January/February 2019

tax plan, Wealth Management, estate planning, investment plans

November/December 2018