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

Protecting your finances.

Explore an array of tips on using savings, insurance, and legal documents to help protect your financial security.

Summertime tax tips.

Discover how summertime activities, such as sending your child to day camp or remodeling your home, may affect your taxes.

Required minimum distributions (RMDs).

Don’t miss this article if your retirement is right around the corner.

 

Health savings accounts (HSAs).

Check out this article for nine things you may not know about HSAs.

 

Also in this issue, you can learn about real estate investment trusts (REITs), donor-advised funds, and a powerful estate planning tool for blended families. Plus, you can check out tips for repaying federal student loans, cruise the Seine River vicariously, find out where to enjoy some outstanding music this summer, and take a quiz on popular travel destinations.

Please let us know if you have questions about anything in Eye On Money.

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.

November/December 2019

September/October 2019

July/August 2019

July/August 2019

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