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DON BARRERE
   

Newsletters


The E-Newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


Due Date Approaches for 2017 Federal Income Tax Returns
Weathering the Storm: Are You Prepared?
College Saving: How Does a 529 Plan Compare to a Roth IRA?
How does working affect Social Security retirement benefits?
Will a government pension reduce my Social Security benefits?


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©2018 Broadridge Investor Communication Solutions, Inc. All rights reserved.


 
 
 

IMPORTANT DISCLOSURES

Securities and Investment Advisory Services offered through SagePoint Financial, Inc., member FINRA/SIPC and Registered Investment Adviser.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

 

 



This communication is strictly intended for individuals residing in the state(s) of GA, OH and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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