January 2015 Newsletter

January 8th, 2015

Planning Your Financial Future January 2015
Hoping for a wonderful 2015 for all! Happy New Year!!!
Healthy Resolutions Can Pay Off (Literally)
If you made a New Year’s resolution to improve your health,
you may get more bang for your resolution buck than you
bargained for. Healthy habits can benefit your wallet as well
as your body.
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No Matter What Your Age, Your Social Security Statement
Matters
Fifteen years ago, the Social Security Administration (SSA)
launched the Social Security Statement, a tool to help
Americans understand the features and benefits that Social
Security offers. Here’s how to get a copy of your statement,
and why it deserves more than just a quick glance, even
if you’re years away from retirement.
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All About IPOs
Maybe you’ve heard someone talking about investing in
“a hot new IPO” and wondered what all the fuss was about.
If you’re unfamiliar with initial public offerings (IPOs), here’s
a review of some basics.
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When do I need to submit college financial aid forms?
The deadline for submitting financial aid forms depends on the
form you’re filling out and whether your child is a new college
student or a returning student.
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Do you understand the definition of financial aid?
The term “financial aid” goes hand in hand with paying for
college. But it can mean different things to different people,
and often the term is used in various ways, even by colleges.
More Details
 

Refer a friend
IRS regulations require that I advise you that, unless otherwise specifically noted, any
federal tax advice in this communication (including any attachments, enclosures, or
other accompanying materials) was not intended or written to be used, and it cannot
be used, by any taxpayer for the purposes of avoiding penalties; furthermore,
this communication was not intended or written to support the promotion or
marketing of any of the transactions or matters it addresses.

Categories: News
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