Phone Number: 763-639-0868

Wednesday, May 22, 2019

November 2017

November is a wonderful month. Now is a good time to review 2017 earnings and year-end tax plans as well as prepare to apply for college-aid early in 2018. Also, many of you will consider if group disability insurance is an employment benefit you should select. As you review your 2017 goals and realize you have not completed your estate plan, then begin that process now. This month’s “fish-wrap” has good articles that provide concise information on each of these topics that you will find useful.

If it has been a while since we conducted a review, then email or call me so we can set a time to meet.

God bless you and your family this November. Give thanks to those "old soldiers" you know on Veterans Day and Happy Thanksgiving to you and your family. Enjoy this edition of the “fish-wrap”

What You Can Do with a Will
A will can help distribute property according to your wishes at your death.
More Details
Ten Year-End Tax Tips for 2017
Here are 10 things to consider as you weigh potential tax moves between now and the end of the year.
More Details
Five Myths About Group Disability Insurance
If you become disabled, group disability insurance may not provide enough benefits to survive financially.
More Details
How much money should a family borrow for college?
There is no magic formula to determine how much you or your child should borrow to pay for college. But there is such a thing as borrowing too much.
More Details
How can families trim college costs?
Trimming college costs up front can help families avoid excessive borrowing and the burdensome student loan payments that come with it.
More Details


Check the background of this firm on FINRA's BrokerCheck.

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.