March 2017

Due Date Approaches for 2016 Federal Income Tax Returns
Federal income tax filing season is here again. The filing deadline for most individuals is Tuesday, April 18, 2017. 

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Why Diversification Matters
Why is diversification so important? The simple reason is that it helps manage risk of losses in your portfolio. Consider how several asset classes have performed through the years. 

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Why a Life Insurance Claim May Be Denied
Here are some of the reasons an insurer may try to deny a claim for the life insurance death benefit.

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How can I prepare financially for stormy weather?
Severe weather often strikes with little warning, so take measures now to protect yourself and your property.

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What are some tips for creating a home inventory? 
Having a home inventory can help you substantiate an insurance claim, support a police report when items are stolen, or prove a loss to the IRS.

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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 2017.

I© PennyTree Advisers, LLC 2014