Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives are our expert hosts.
Nancy and Ryder are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute.
We didn't get to many October buys / don't buys due to phone calls. Find that information from these websites:
https://www.nerdwallet.com/blog/shopping/what-to-buy-in-october/
https://www.offers.com/blog/post/what-to-buy-in-october/
https://blackfriday.com/news/what-to-buy-october
Tasks for October? Check out this website for advice: https://www.moolanomy.com/6247/financial-checklist-of-important-tasks/
incharge.org has a calendar of when you should do what each month.
· Reminder: if you filed an extension to file your federal income tax return in April, October 15 is the deadline for extensions.
· October 1 is the starting date for the Free Application for Federal Student Aid, or FAFSA.
Our episode from September 3rd, 2019 featured 529 College Saving Plans http://moneytalks.mpbonline.org/episodes/money-talks-529-savings-plans
Phone call questions dealt with:
401K Rollovers, What do to with funds when you sell your home, Investing, 529s, Adviser's responsibility, Taxes on Social Security.
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