Private e-newsletter for the clients of the M.W. Aragao companies | June 29, 2018
M.W. Aragao
Will Be Closed
Wednesday, July 4th
In observance of Independence Day, our office will be closed. 

We'll re-open on Thursday, July 5th at 9:00 in the morning.
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you:
  1. Many consider the standard retirement age to be 65;
  2. Every day between now and the end of the next decade, another 10,000 baby boomers will turn 65;
  3. In 2016, the latest year for which data is available, people aged 65 and older accounted for 15% of the population

Life Insurance Gifts
Regardless of your reasons for giving, a gift of life insurance can represent a
substantial future gift to a favorite charity at relatively little cost to you. You can:
  • Make a Charity the Beneficiary of an Existing Policy;
  • Make a Charity the Owner and Beneficiary of an Existing Policy;
  • Help a Charity Purchase a New Insurance Policy on Your Life

In case you missed it...
M.W. Aragao Blog
Click here to read our latest Blog Post and other posts of interest.
Tax Law Changes: A Reminder on Your Potential Impact
Although passed over 6 months ago, here is a refresher on what the new tax law changes will mean to you. This list has the 10 most impactful to many Americans, including the changes to the standard deduction, personal exemptions, child tax credits, mortgage interest deduction, etc.

If you have questions about how the new tax laws will affect you, let us know.

Stay connected with us and get social
Questions? Comments? Updates?

Ph: 401.475.7570 | Fax: 401.223.9677

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PLEASE NOTE: M.W. Aragao does not accept any liability or losses either direct or consequential caused by the use of this information. This communication is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument or as an official confirmation of any transaction. M.W. Aragao is neither making any investment recommendation nor providing any professional or advisory services relating to the activities described herein. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice. The information contained herein is provided for your exclusive benefit and use. The information shall not be further distributed or duplicated in whole or in part by any means without the prior written consent of M.W. Aragao. Any statements made herein do not necessarily reflect those of M.W. Aragao or its affiliates.

M.W. ARAGAO INVESTMENT ADVISORS, LLC, a registered investment advisor, provides dynamic, tactical investment management and wealth planning services to individuals, families, trusts, corporations and retirement plans. M.W. ARAGAO & COMPANY, LLC provides year-round income tax preparation and planning services, business consulting and generalized accounting services. All services are delivered with personalized attention.