John Gautreaux ChFC®Partner
John Gautreaux ChFC®Partner
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John Gautreaux ChFC®
Partner

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Monthly E-Briefs

 

 

 

 

February 2021 - Key Retirement and Tax Numbers for 2021

January 2021 Sequence Risk:  Preparing to Retire

December 2020 Five Tips to Regain Your Retirement Focus

November 2020 Year End 2020 Tax Tips

October 2020 Sandwich Generation Caregivers Face Many Challenges

Sept 2020 Printing Money: The Fed's Bond-Buying Program

August 2020 "Could You Be Responsible for Your Parents' Nursing Home Bills?"

July 2020 "Tapping Retirement Savings During a Financial Crisis"

June 2020 "Student Debt: It's Not Just for Young Adults"

May 2020 "Five Key Benefits of the CARES Act"

April 2020 "Keeping Cool: Investment Strategy vs. Reaction"

March 2020  "Due Date Approaches for 2019 Federal Income Tax Returns"

Feb 2020   "Tips for Targeting Your Retirement Savings Goal"

 

 

 

 

 

Independence Financial Partners | 935 Jefferson Blvd. Warwick, RI 02886 | Phone: 401-691-4138 | Fax: 401.739.9129 | jgautreaux@indfp.com
 

935 Jefferson Blvd. 2nd Floor - Warwick, RI 02886 - 401.691.4138

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member  FINRA/ SIPC. RAA is

separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here,

you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.

We are registered to sell Securities in the following states:

California, Georgia, Massachusetts, Rhode Island, South Carolina.

We are licensed to sell Insurance Products in the following states:
California, Georgia, Massachusetts, Rhode Island, South Carolina.

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