December 2016

Playing Catch-Up with Your 401(k) or IRA 
If you're 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts. 

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The Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season 
The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations.    More Details

What It Means to Be a Financial Caregiver for Your Parents 
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.   More Details

What should I evaluate when considering a new job offer? 
Today, few people stay with one employer until retirement. So it's likely that at some point during your career, you'll be looking for a new job. Here are some things to evaluate.

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I received a new job offer but the salary is low. Should I make a counteroffer? 
Getting paid less than you should when starting a new job can affect not only your current paycheck but also your long-term asset accumulation. 

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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 2016.

I© PennyTree Advisers, LLC 2014