Read the Year End 2016 issue of The Wealth Architect

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IN THIS ISSUE  blue snowflakes

Playing Catch-Up with Your 401(k) or IRA
If you’re 50 or older, you could benefit by making catch-up contributions to tax-advantaged retirement accounts.

What It Means to Be a Financial Caregiver for Your Parents
If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can take now to make the process a bit easier.

Pooled Income Fund: A Charitable Gift That Provides Income to You
A pooled income fund combines the contributions of many individuals in an investment pool that provides income to you or your named beneficiary for life, with the remainder passing to the charity at death.

How can technology help me manage my money?
It seems like there’s an app for every purpose these days, and that includes managing your money. Here are some ways in which technology can help you stay on track with your finances.

What do you need to know about chip-card technology?
Are you still confused about what chip-card technology is and how it affects your transactions at stores? Here are some answers to questions you might have about it.

This communication should not be considered as an offer to sell or buy any securities, provide investment advice or make investment recommendations. This information is being provided with the understanding that this is not intended to be interpreted as specific legal or tax advice. Individuals are encouraged to consult with a professional in regard to legal, tax and/or investments.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2016.