Diversified Asset Management: Eye on Money Jul-Aug 2024
Diversified Asset Management, Inc - Eye On Money July/August 2024
We invite you to check out the new issue of Eye On Money! Inside are articles on:
Protecting yourself financially. Life can be risky at times. Jobs can be lost. People can fall ill. Financial markets can be volatile. Here are six things you can do to help minimize the toll that negative events may take on your finances.
Student loan repayment tips. Don’t miss this one if you or someone in your family recently graduated from college and has federal student loans to repay.
New exceptions to the tax penalty on early 401(k) withdrawals. These exceptions may help you avoid an early withdrawal penalty if you need to withdraw money from a retirement account before age 59½.
Charitable gifts that pay you an income. Life income gifts can help you fulfill your philanthropic goals and generate an income stream for yourself or others.
Also in this issue, you can learn about how investing can make you money, things to do before you travel abroad, and required minimum distributions. Plus, you can take an armchair tour of Morocco, learn about five scenic byways you may want to explore this summer, and see how much you really know about Miami.
Please let us know if you have questions about anything in Eye On Money.
For personalized guidance tailored to your unique situation, contact Diversified Asset Management, Inc. at info2@diversifiedassetmanagement.com or (303) 440-2906. Our experts can help you navigate the complexities of business succession and ensure a successful transition.
Robert J. Pyle, CFP®, CFA, AEP® founded Diversified Asset Management, Inc., in 1996 to provide personalized, comprehensive wealth management services to successful individuals, families, single women, and business owners. His specialty is addressing the complex financial needs of self-employed professionals, corporate executives, and small-business owners. Our disclosure can be found here. The views, opinion, information, and content provided here are solely those of the respective authors, and may not represent the views or opinions of Diversified Asset Management, Inc. Diversified Asset Management, Inc. cannot guarantee the accuracy or currency of any such third party information or content, and does not undertake to verify or update such information or content. Any such information or other content should not be construed as investment, legal, accounting, or tax advice.
Here is the link to the full newsletter:
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