Matthew Carbray/ Ridgeline Financial Partners March 2017 Newsletter


Ridgeline Financial Partners

Matt Carbray, CFP®, ChFc
Certified Financial Planner
60 Avon Meadow Lane
Avon, CT 06001

RFP Monthly
Timely Financial ConsiderationsMarch 2017
Due Date Approaches for 2016 Federal Income Tax Returns
Federal income tax filing season is here again. The filing deadline for most individuals is Tuesday, April 18, 2017.
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Why Diversification Matters
Why is diversification so important? The simple reason is that it helps manage risk of losses in your portfolio. Consider how several asset classes have performed through the years.
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Why a Life Insurance Claim May Be Denied
Here are some of the reasons an insurer may try to deny a claim for the life insurance death benefit.
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How can I prepare financially for stormy weather?
Severe weather often strikes with little warning, so take measures now to protect yourself and your property.
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What are some tips for creating a home inventory?
Having a home inventory can help you substantiate an insurance claim, support a police report when items are stolen, or prove a loss to the IRS.
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Refer a friend
Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services may be offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Kestra IS and Kestra AS may or may not be affiliated with the firm branded on this material.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2017.

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