Read the October 2017 issue of The Wealth Architect

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Dear Friends,

Welcome to the October 2017 issue of The Wealth Architect. Halloween is nearly here…no tricks or treats in this newsletter…but Pumpkins 10292017plenty of expert wealth-building information.
In the words of Brian Tracy, motivational public speaker and self-development author, “Financial security and independence are like a three-legged stool resting on savings, insurance and investments.”

Let us know if you have any questions. We’re here to discuss your present and future financial security.

Sincerely,
The Professionals at Armao LLP

IN THIS MONTH’S ISSUE:  

  • Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk
  • Managing Debt While Saving for Retirement
  • Examining the Taxpaying Population: Where Do You Fit In?
  • What are some tips for reviewing my Medicare coverage during Medicare Open Enrollment?
  • Is the Social Security Administration still mailing Social Security Statements?
Image courtesy of Rosemary Ratcliff at FreeDigitalPhotos.net