SIC FinanceFocus Quarterly PDF Newsletter

FinanceFocus is published quarterly by Samalin Wealth. Volume VI, Issue III (May 2016); in this issue:

  • Six Potential 401(k) Rollover Pitfalls
  • When Disaster Strikes: Deducting Casualty Losses
  • What’s New in the World of Higher Education?
  • Can You Separate College Financial Aid Myths From Facts?
  • What is the Federal Funds Rate?
  • Should I Loan My Child Money for House Down Payment?
  • Cost of Living: Where You Live Can Affect How Rich You Feel

Click here to download the PDF. 

Samalin Wealth is a fee-only, nationally-recognized SEC registered investment advisory firm. With offices in Chappaqua NY and NYC, we specialize in wealth management, pre and post divorce financial planning, retirement planning, and other related financial services.