The Latest... Giving Tuesday!
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The Season for Giving

2017 has been a year of record highs for markets, so if you're looking to make charitable donations, consider giving appreciated stock. You can deduct the full amount of the donation and avoid paying taxes on the gain - a double tax break! Do keep in mind that charitable donations must be made by December 31st to qualify for a tax deduction. 

Thanksgiving was last week, and it seems like Christmas is just around the corner. If you're wondering what to get your children, grandchildren, nieces or nephews, consider contributing to a college savings account. This is a wonderful way to provide for their education by benefiting from the growth in financial markets.

Call us, and we can help you make your gifts happen!

Year-End Charitable Contributions
Gifts for Children
MEDICARE OPEN ENROLLMENT: October 15 - December 7, 2017
This morning, Ryder and I were joined by Bart Astor, author of AARP Roadmap for the Rest of Your Life, to discuss Medicare on the radio program, Money Talks on Mississippi Public Broadcasting. If you missed the program and would like to listen to it online, click HERE

Below are links to additional Medicare resources, and, as always, we are here to help!
The Official U.S. Government Site for Medicare:
MDHS State Health Insurance Assistance Program:
2018 OPEN ENROLLMENT HEALTHCARE.GOV: November 1 - December 15, 2017
If you need to reach us, give our office a call 601.991.3158 or send us an email:
Nancy Lottridge Anderson, Ph.D., CFA:
Ryder Taff, CFA, CIPM:
Copyright © 2017 New Perspectives, Inc., All rights reserved.

New Perspectives, Inc.
303 Highland Park Cove, Suite B
Ridgeland, MS 39157

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New Perspectives, Inc. · 303 Highland Park Cove · Suite B · Ridgeland, MS 39157 · USA

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