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Beall Barclay and Company, PLC • Beall Barclay Wealth Management, LLC
Securities offered by 1st Global Capital Corp. Member FINRA & SIPC.
Investment Advisory services offered through 1st Global Advisors, Inc.
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Eye on Money September-October 2017

Aug 14, 2017


We invite you to check out the new issue of Eye on Money!


We invite you to check out the new issue of Eye On Money! Inside are articles on:

 

What to do in the year before you retire. These tips can help you tackle the financial decisions you may need to make in the year leading up to your retirement.

 

11 things you may not know about disability insurance, including what it is and why you may need it.

 

6 financial things to review annually that can help your finances stay on track.

 

A college timeline for high school seniors. Do not miss this article if someone in your family will be starting college next year.

 

The electric vehicle tax credit. Find out how much you may save in federal income tax if you purchase a new electric vehicle this year.

 

Also in this issue, you can learn about the two main types of municipal bonds, see why donor-advised funds are a popular choice for structuring charitable gifts, learn which four legal documents everyone should have, take an armchair tour of Auckland, New Zealand, find out about music, art, book, and balloon festivals happening around the country, and test your knowledge of exotic cuisines.  

 

Please let us know if you have questions about anything in Eye On Money.





Beall Barclay has been named the Best Place to Work in Arkansas by Arkansas Business and Best Companies Group. The company was honored with the prestigious Benchmark Award at an awards ceremony on September 20. This is the fifth annual listing by the magazine and Beall Barclay’s first appearance on the list.


Beall Barclay and Gallagher & Co. are hosting The Executive Leadership Forum in September.


The Arkansas Small Business and Technology Development Center presents two hands-on workshops for QuickBooks Pro, Premier, and Enterprise software users.


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Beall Barclay is excited to bring you the fall edition of Nonprofit Insights, a newsletter geared toward nonprofit organizations.


Beall Barclay is excited to bring you the fall edition of Business Owner's Perspectives, a newsletter geared toward business owners.


Beall Barclay is excited to bring you Dimensions, a newsletter geared towards the construction industry.


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2016 Tax Planning Guide