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Harbour Trust Newsletter - May 2024

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How Would You Pay for Long-Term Care?

A growing number of Americans aren't sure how they'd pay for long-term care expenses. 


 

 

 

 

Investor, Know Thyself: How Your Biases Can Affect Investment Decisions

Understanding how your unconscious brain works might help you avoid some costly financial mistakes. 

 

 

 

 

Social Security 101

Whether you're looking forward to Social Security in one year or 30 years, it's important to understand the basic rules and options.

 

 

Do You Need to Adjust Your Tax Withholding?

Now is a good time to consider adjusting your tax withholding.

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  IMPORTANT DISCLOSURES


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.

 

Prepared by Broadridge Advisor Solutions Copyright 2024.

 
 
 
 

 

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