Harbour Trust Newsletter - June 2022

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 Cost Is a Big Factor in College Decisions 

Cost is one of the most important factors for families at each step in the college research and selection process. 



A Wealth of Information: How to Read a Mutual Fund Prospectus 

 Reading a mutual fund prospectus is a key way to learn important details about your investment options and how they may help you pursue your financial goals. 



Should You Consider Tapping the Equity in Your Home? 

 Your home could provide a valuable financial resource in some circumstances. 



Adjusting Your Tax Withholding

 Now is a good time to consider adjusting your tax withholding. 

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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.


Prepared by Broadridge Advisor Solutions Copyright 2022.






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