Harbour Trust Newsletter - December 2022

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 What's Causing the Consumer Blues?  

The index of Consumer Sentiment, a closely watched economic indicator, fell to an all-time low in June 2022 before starting to improve in the second half of the year. 



When Should Young Adults Start Investing for Retirement?

 The sooner they start, the better off they may be. 



Three Stretch IRA Alternatives?

 The SECURE Act eliminated the stretch IRA strategy, but there are alternatives. 



Tips for Safe Online Shopping

 Here are some tips to help protect yourself when shopping online. 

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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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