Financial Insights
Eye on Money

Eye On Money March/April 2019

We invite you to check out the new issue of Eye On Money! Inside are articles on:

Planning your estate. Learn about ways to transfer wealth, minimize or avoid probate, and plan for the day when you are not able to manage your own finances.

Key birthdays in a financial plan.Some rules regarding your finances change on certain birthdays.

We’ll tell you which ones they are.

Do your young children need to file a tax return? They may if their income exceeds certain amounts.

The American Opportunity Tax Credit.If you pay college tuition, this tax credit has the potential to put up to $2,500 per student back in your pocket if you are eligible to claim it.

Also in this issue, you can check out five things that may surprise you about your 2018 federal tax return and three things to know about municipal bonds. Plus, you can vicariously tour the sights of Lisbon, Portugal, discover where to spot the first signs of spring, and take a quiz on anniversaries occurring in 2019.

Please let us know if you have questions about anything in Eye On Money.




IMPORTANT DISCLOSURE INFORMATION: Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Republic Wealth Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Republic Wealth Advisors.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  Republic Wealth Advisors is neither a law firm nor a certified public accounting firm and no portion of this blog content should be construed as legal or accounting advice.  If you are a Republic Wealth Advisors client, please remember to contact Republic Wealth Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the Republic Wealth Advisors’ current written disclosure statement discussing our advisory services and fees is available upon request.

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