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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 Recieves the Arkansas Society of CPAs 2017 Public Service Award for Firms


Beall Barclay Supervisor Chris Brown Named the 2017 Outstanding Emerging CPA by the Arkansas Society of CPAs


Beall Barclay & Company, PLC Member Mike Carroll has been named to the Arkansas 200, an Arkansas Business special publication listing 200 Arkansans who influence the way we live, learn and do business in the state.


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


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


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


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2017 Tax Planning Guide