Phone Number: 763-639-0868

Friday, August 23, 2019

December 2017

Happy Holidays! This is a very busy time of year, but take a breather and read these articles. All four articles in this month’s newsletter offer good ideas for your year-end review or provide advice for a financially better 2018. Speaking of busy and the holidays; don’t overspend and bust your budget or go into debt this season. Rather, take time for family and enjoy the moments you have with your loved ones. There is more to life than money!

God bless you and your family this December. Blessed Hanukah and Merry Christmas to all and to all a good night! Enjoy this edition of the “fish-wrap” !

Questions to Ask Before Buying That Thing You've Always Wanted

Even if you're generally comfortable with your spending habits, you may occasionally worry about how much you're spending, especially if you consistently have trouble saving for short- or long-term goals. Here are a few questions that might help you avoid a strong case of buyer's remorse.
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Infographic: Financial Tips for Young Adults

Just getting out into the "real world?" These six steps can help your bottom line.
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It's Time for Baby Boomer RMDs!

In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017. What's so special about 70½? That's the age when you must begin taking required minimum distributions (RMDs) from certain tax-deferred retirement accounts.
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What can I learn from looking back on my financial situation in 2017?

As you reflect on the last year, take some time to review your financial situation.
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What financial resolutions should I consider making as I look ahead to 2018?

Start off the new year with a sound financial plan.
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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Conneran Financial is Independent of ProEquities, Inc.

Please be advised that presently Thomas Conneran holds series 6, 7, 63 and 65 licenses in CA, CT, DC, MD, MN, MT, ND, TX, VA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.