Robert Harding Financial Group's Loose Change Newsletter

Robert Harding Financial Group

18301 North 79th Avenue D-149, Glendale, AZ 85308

Phone: 623-977-9823

Fax: 623-977-0181

Toll Free: 800-977-9823

WE OFFER INDEPENDENT UNBIASED NO-STRINGS-ATTACHED

FINANCIAL ADVICE. WE ARE COMMITTED TO YOUR FINANCIAL FUTURE!

July/August 2024

How Much Risk Can You Take?

Whether your dream is to climb Mount Everest or sail the Caribbean in a pontoon boat, the amount of risk you feel comfortable with is different for everyone. That applies to investment risk, too. But how can you find your comfort level?

Understanding Bond Funds

Investors whose goal is to preserve capital may want to consider investing in bond funds. Bond funds* offer diversification while minimizing the risk of losing principal. Funds pay regular interest that can provide investors with a predictable income stream during retirement.

Saving on Energy Costs

If energy costs take a significant bite out of your monthly budget, there are steps you can take to lower them. Here are some ideas.

Handling an Inheritance

Studies show a significant gap between what millennials expect to inherit from their baby boomer parents and how much their parents plan to leave them.*

Kiddie Tax 2024

If your child has an investment or other unearned income above a certain threshold, that income may be subject to the kiddie tax.

What Will They Do With Their Inheritance

The children of Baby Boomers are set to inherit significant wealth from their parents over the next decades.

Financial Abuse: A Means of Control

Financial abuse is on the rise. It can affect partners in a romantic relationship or elderly people who are cared for by another adult. By recognizing the signs of abuse, you can take steps to prevent it from happening to you or a loved one.

Insurance: What Do Business Owners Really Need?

An online survey conducted in December 2023* revealed that 23% of U.S. consumers said they were thinking about starting a new business in 2024. At the top of the list for new — and current — business owner should have insurance protection for their families and businesses.

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Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
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