Client Quarterly Summer 2019

We got to observe the growth of a pair of baby owls on the greenbelt this Spring. We also observed on eagle’s nest with mama and occasional glimpses of baby while visiting Washington.

The time period to moving young out of the nest is much shorter than people. Hopefully, kids get some secondary training whether college or vocational schools. Too often that training comes with student loans.

This quarter’s newsletter addresses student loan and debt forgiveness. What is the best approach to pay for college?

• The tariff saga continues.

• Social Security – paper report or electronic? Register for “my social security” account and prevent identity theft.

Check out these and other articles in the summer newsletter. (LINK)

Happy Ready!

Peggy Farnworth, CPA, CFP, CSA

Certified Financial Planner Boise ID, Certified Senior Advisor Boise ID, Financial Advisor Boise ID, Financial Planner Boise ID, Financial Planners Boise ID, Financial Planning Consultant Boise ID, Financial Services Advisors Boise ID

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When Do You Draw from Your Retirement Accounts?

What is the right time to start taking money from your retirement accounts? Congress decided in the SECURE Act 1.0 the age was 72.

Plan a Special Vacation to Start Retirement

If you’re about to retire but not really looking forward to it, maybe it’s time to schedule something you will look forward to. Kicking off

Your HSA and Retirement

Health Savings Accounts (HSAs) are rapidly growing in both size and numbers. These accounts offer deductible contributions and tax-free distributions for qualified medical expenses. An

Client Quarterly Summer 2019

We got to observe the growth of a pair of baby owls on the greenbelt this Spring. We also observed on eagle’s nest with mama and occasional glimpses of baby while visiting Washington.

The time period to moving young out of the nest is much shorter than people. Hopefully, kids get some secondary training whether college or vocational schools. Too often that training comes with student loans.

This quarter’s newsletter addresses student loan and debt forgiveness. What is the best approach to pay for college?

Other topics include:
• Are Municipal bonds back in favor? Do they belong in your portfolio?

• The tariff saga continues.

• Social Security – paper report or electronic? Register for “my social security” account and prevent identity theft.

Check out these and other articles in the summer newsletter. (LINK)

Happy Ready!

Peggy Farnworth, CPA, CFP, CSA

Share:

More Posts

Planning a “Golden” Retirement for a Longer Lifespan

When Do You Draw from Your Retirement Accounts?

Plan a Special Vacation to Start Retirement

Your HSA and Retirement

More To Explore

Planning a “Golden” Retirement for a Longer Lifespan

When Do You Draw from Your Retirement Accounts?

Plan a Special Vacation to Start Retirement

Complimentary Consultation (208) 343-7777

Client Quarterly Summer 2019

We got to observe the growth of a pair of baby owls on the greenbelt this Spring. We also observed on eagle’s nest with mama and occasional glimpses of baby while visiting Washington.

The time period to moving young out of the nest is much shorter than people. Hopefully, kids get some secondary training whether college or vocational schools. Too often that training comes with student loans.

This quarter’s newsletter addresses student loan and debt forgiveness. What is the best approach to pay for college?

Other topics include: • Are Municipal bonds back in favor? Do they belong in your portfolio?

• The tariff saga continues.

• Social Security – paper report or electronic? Register for “my social security” account and prevent identity theft.

Check out these and other articles in the summer newsletter. (LINK)

Happy Ready!

Peggy Farnworth, CPA, CFP, CSA

Share:

More Posts

More To Explore

Complimentary Consultation (208) 343-7777

Other topics include:
• Are Municipal bonds back in favor? Do they belong in your portfolio?