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Harbour Trust Newsletter - December 2024

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Will Holiday Spending Outpace Inflation

The winter holidays are a key time of year for the retail industry.


 

 


 

 

Would You Be Prepared for an Unplanned Early Retirement?

Most of us would prefer not to think about an unexpected (and unwelcome) early retirement, but it does happen - frequently. Don't be caught off guard. 

 

 

 


 

Home Energy Rebates Could Save You Money 

There are two DOE home energy rebates administered by state energy offices that could save you money.

 


 

Three Ways to Invest in Yourself

In the midst of the holiday season and giving to others, sometimes you need to invest in yourself. 

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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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