March 2018

Hello Everyone! Last month my intro had this paragraph that is worth repeating: "Investments have done well recently; but just remember the market goes up-and the market goes down. Long term, good-quality investments do well over the long term. If it has been awhile since you and I have had the discussion about “short-medium-long term” investments then it is probably time for you to schedule a review with me."

So we have recently seen the market take some real downturns. For our long term investments, this has only a small effect. Let's make sure we have short term needs funded, but for retirement we need to have some of our investments in good growth & income investments. If we haven't had a review in the last year, then please contact me so we can set one.

If you think you have not received all of your 1099s, then email me.

Thank you, God bless, don't forget to spriing forward before going to bed March 10. Enjoy this month’s fish-wrap. Tom

	Due Date Approaches for 2017 Federal Income Tax Returns Federal income tax filing season is here again. The filing deadline for most individuals is Tuesday, April 17, 2018.
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	College Saving: How Does a 529 Plan Compare to a Roth IRA? How does a favorite of the college savings world — 529 plans — stack up against a favorite of the retirement savings world — Roth IRAs — when it comes to saving for college?
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	Four Tips for Downsizing in Retirement If you're thinking about downsizing in retirement, consider these tips.
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	How does working affect Social Security retirement benefits? If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you continue to work.
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	Is buying an extended warranty worth it? If you've ever purchased an electronic device, a major appliance, or a vehicle, chances are you've been asked if you also wanted to purchase an extended warranty or service contract.
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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.

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March 2018