April 2018

Government Report Details Household Finances 
The Survey of Consumer Finances is an important source of information on household finances. 

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The Standard Deduction and Itemized Deductions After Tax Reform 
Recent legislation made significant changes to the standard deduction amounts and to itemized deductions.

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Four Points to Consider When Setting a Retirement Income Goal 
Consider these key factors before setting a retirement savings goal.

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What are some tips for creating a budget and sticking to it? 
If you become sidetracked when it comes to your finances, consider these tips for creating a budget and staying on the right path.

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What are some strategies for paying off credit card debt? 
If you find that you are struggling to pay down a credit card balance, here are some strategies that can help eliminate your credit card debt altogether.

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This information is not intended to be tax or legal advice. It is provided for your education only by Pennytree Advisers, LLC. Individual circumstances may vary.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.

© PennyTree Advisers, LLC 2018