Financial Insights 2018 2nd Quarter Newsletter

Happy Independence Day! It is hard to believe that our republic, this grand experiment in democracy, turns a healthy 240 years old this July 4th. We hope you and your loved ones are able to celebrate as we look forward to the summer season.

We are thrilled to share our latest newsletter with you! Here you will find information on Mike’s first grandchild, 529 savings plans, charitable giving with the new tax law, our newest CFP Candidate Ernest Luoma and more.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclosure: Certain portions of this website, including our blogs, newsletters and articles may contain the personal opinions, viewpoints and analyses of the Financial Insights employees providing such comments, and should not be regarded as a description of advisory services provided by Financial Insights