December 2017

Questions to Ask Before Buying That Thing You've Always Wanted  
Even if you're generally comfortable with your spending habits, you may occasionally worry about how much you're spending, especially if you consistently have trouble saving for short- or long-term goals. Here are a few questions that might help you avoid a strong case of buyer's remorse.   More Details


Demographic Dilemma: Is America's Aging Population Slowing Down the Economy?  
Though the economy has continued to improve since the Great Recession, gross domestic product (GDP) growth has been weak compared with past recoveries. A number of economists believe that demographic changes may be the primary reason.  More Details


It's Time for Baby Boomer RMDs!  
In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017. What's so special about 70½? That's the age when you must begin taking required minimum distributions (RMDs) from certain tax-deferred retirement accounts.   More Details


What can I learn from looking back on my financial situation in 2017?  
As you reflect on the last year, take some time to review your financial situation.

More Details


What financial resolutions should I consider making as I look ahead to 2018?  
Start off the new year with a sound financial plan.

More Details


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 2017.

I© PennyTree Advisers, LLC 2014