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Friday, August 23, 2019

January 2018

Happy 2018! The start of another year is a good time to reassess your progress towards achieving your financial goals and to re-dedicate your drive to invest for the long term. This month’s fish-wrap shares the basic means of building wealth (don’t delay; invest now); financial resolutions you should consider at the start of this year and some key numbers to consider for 2018. You will also find interesting articles on nonprofit Board Membership of and tips to protect yourself on-line.

It likely is a cold start to the New Year, so hunker down with a hot beverage and this newsletter and stay warm. Email me if you are ready for a review and enjoy this edition of the “fish-warp”!

Nonprofit Board Membership: A Primer

One way to "give back" to your community or society at large is by serving on a nonprofit board of directors. But where do you begin?
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Don't Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages.
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Key Retirement and Tax Numbers for 2018

Here are a few key cost-of-living adjustments announced by the IRS for 2018, along with corresponding 2017 figures.
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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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How can I protect myself from digital deception?

Social engineering is a dangerous kind of digital deception. Know how to protect yourself from it.
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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.