Building Prosperity Newsletter: October 2020

Sandwich Generation Caregivers Face Many Challenges

The day-to-day demands of supporting multiple generations can take a financial, emotional, and physical toll on sandwiched caregivers.

 

Is It Time to Think About Tax-Free Income?

At some point it is likely that governments will look for ways to increase revenue to compensate for COVID-19-related spending and increase income taxes as a result.

 

Five Investment Tasks to Tackle by Year-End

It's important to periodically review your investment portfolio to determine whether adjustments are needed to keep it on track.

 

Three Questions to Consider During Open Enrollment

Open enrollment is your annual opportunity to review your benefit options and make elections for the upcoming plan year.


Important Disclosures

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Prepared by Broadridge Advisor Solutions Copyright 2020.

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