January 2018

How Much Risk Can You Take?  
Evaluate your personal relationship with risk by asking yourself these questions.

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Key Retirement and Tax Numbers for 2018  
Here are a few key cost-of-living adjustments announced by the IRS for 2018, along with corresponding 2017 figures.

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Don't Delay: The Potential Benefits of Starting to Save Now  
For long-term investment goals such as retirement, time can be one of your biggest advantages.

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What can I do to crack down on robocalls?  
Robocalls are often used by criminals to conduct various scams. Find out how you can help crack down on them.

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How can I protect myself from digital deception?  
Social engineering is a dangerous kind of digital deception. Know how to protect yourself from it.

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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