Newsletter Issue: Vol 7 Issue 4
April 2018 
In This Issue
 
desktop-items-phone.jpg What Tax Documents Should You Keep? 
Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay to shred more of them? Maybe not.
  
 
hotdog_picnic.jpg The Potato Chip Principle
About ten years ago I heard an interesting question. At what age do people buy the most potato chips? I thought maybe when they are in college. The answer? Forty-five.
Kristin Rodriguez      

 
retire Annuities for Retirement Income
Imagine an income stream you cannot outlive. That sums up the appeal of an annuity. If you are interested in steady retirement income (and the potential to defer taxes), you might want to look at the potential offered by annuities. Before making the leap, however, you must understand how they work.


Registered Representatives. Securities offered
through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.  Cambridge and Symphony are not affiliated.
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April Quote
"Anyone who has never made a mistake, has never tried anything new."
~ Albert Einstein
 
Monthly Economic Update
In March, stocks faced another significant challenge. The Trump administration's sudden plan to institute tariffs on imports sent a shudder through the bulls. All three major Wall Street benchmarks fell more than 2.5% during the month as investors around the world considered the prospect of trade wars. A volatile month for the economy and the markets
big_family_again.jpg  
Generational Financial Review
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