October 2016

Earnings Call: A Closer Look at Financial Reports 
Earnings season is the often-turbulent period when most companies must disclose their successes and failures. 

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Ten Year-End Tax Tips for 2016 
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.

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Top Financial Concerns of Baby Boomers, Generation Xers, and Millennials 
All generations stress about finances. Here are the top financial concerns of baby boomers, Generation Xers, and millennials and some tips on how they can address them.

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What are my health-care options if I retire early? 
If you're not eligible for an early-retirement package from your employer, you may need to look into alternative sources of health insurance to carry you through to Medicare eligibility.

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Should I accept my employer's early-retirement offer? 
The right answer for you will depend on your situation, but first of all, don't underestimate the psychological impact of early retirement.

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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 2016.

I© PennyTree Advisers, LLC 2014