Monthly Newletters

Our monthly newsletters are a full-featured, financial planning newsletter providing valuable information on a variety of timely and interesting financial issues.


Monthly Newsletter: February 2017


Due Date Approaches for 2016 Federal Income Tax Returns
Federal income tax filing season is here again. The filing deadline for most individuals is Tuesday, April 18, 2017. 
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Why Diversification Matters
Why is diversification so important? The simple reason is that it helps manage risk of losses in your portfolio. Consider how several asset classes have performed through the years. 
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Why a Life Insurance Claim May Be Denied
Here are some of the reasons an insurer may try to deny a claim for the life insurance death benefit.
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How can I prepare financially for stormy weather?
Severe weather often strikes with little warning, so take measures now to protect yourself and your property.
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What are some tips for creating a home inventory? 
Having a home inventory can help you substantiate an insurance claim, support a police report when items are stolen, or prove a loss to the IRS.
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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 TN. No offers may be made or accepted from any resident outside the specific states referenced. 

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.



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