January 2017

Medicare and Medicaid: What's the Difference? 
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.

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Key Retirement and Tax Numbers for 2017 
Here are a few key cost-of-living adjustments announced by the IRS for 2017, along with corresponding 2016 figures.

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Growth, Value, or Both 
The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment.

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How can I pay off the credit card debt I racked up over the holidays? 
It's a common occurrence once the holiday season winds down — you reluctantly look at your credit card statement and wince at all the purchases you made over the holidays. Fortunately, there's no need to panic. Consider using one of the following strategies to help pay it off.   More Details

I get so many credit card reward offers. How do I know which one to choose? 
Credit card reward programs are more popular than ever. In order to keep up with such high demand in a competitive market, credit card companies are coming up with new and more enticing offers every day.    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