June 2018

Mid-Year Planning: Tax Changes to Factor In 
The Tax Cuts and Jobs Act, passed in December of last year, fundamentally changes the federal tax landscape for both individuals and businesses.

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Investing to Save Time Boosts Happiness Returns 
Spending money to save time can result in greater life satisfaction.

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Marriage and Money: Taking a Team Approach to Retirement 
Even when most of a married couple's retirement assets reside in different accounts, it's still possible to craft a unified retirement strategy.

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What is the employment situation report, and why is it important to investors? 
The employment situation report provides important information about the country's labor force.

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What is gross domestic product, and why is it important to investors? 
Gross domestic product is the most comprehensive collection of data on a country's economy.

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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.

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