Date: October 2017

5 posts in October 2017

What You Can Do With a Will

October 27, 2017

A will is often the cornerstone of an estate plan. Here are five things you can do with a will. Distribute property as you wish Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose. There are some…

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Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk

October 27, 2017

The opportunity to acquire company stock—inside or outside a workplace retirement plan—can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets. Buying shares of any…

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What Are Some Tips For Reviewing My Medicare Coverage During Medicare Open Enrollment?

October 27, 2017

During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be effective on January 1, 2018. If you’re satisfied with your current coverage, you don’t need to make changes, but it’s a good idea to review your options. During Open Enrollment,…

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Symphony Financial Planning to Host Beauty in Nature Art Reception

October 5, 2017

Opening reception for group exhibition to be held Oct. 13 as part of 2nd Friday ArtAbout activities. DAVIS, California—October 9, 2016—Symphony Financial Planning announced today that it will host Beauty in Nature, an exhibition of nature-inspired art pieces, as part of the 2nd Friday ArtAbout Activities in downtown Davis. Davis Downtown holds the 2nd Friday…

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Symphony Financial Planning Sponsors Davis Art Studio Tour

October 3, 2017

Public can meet artists and see works in progress during two-day event. DAVIS, California—October 9, 2017—Symphony Financial Planning announced today that it is a sponsor of the 2017 Davis Art Studio Tour. The nonprofit Davis Arts Center hosts the annual tour of local artists. The family-friendly event features a self-guided tour of artist studios and…

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