Not rendering correctly? View this email as a web page here.
BerryDunn
BerryDunn Wealth Management
Medicare tax for high earners
As a result of the Affordable Care Act, the Medicare contribution tax has increased for high earners. How could the Medicare tax affect you? Read more...

529 plan qualified and nonqualified expenses
You’ve put in the hard work of saving for college, and now it’s time to start using those 529 plan assets to help with a family member’s education-related costs. Read more...

Market update
Market Faces More Turbulence, But Positive Trends Continue Read more...


Securities offered through Commonwealth Financial Network, Member , Member www.FINRA.org/ www.SIPC.org. Investment advisory services may be offered through Commonwealth Financial Network, a Registered Investment Adviser, and/or BerryDunn Wealth Management, LLC, a Maine and New Hampshire licensed investment adviser. Advisory services offered by BerryDunn Wealth Management, LLC are separate and unrelated to Commonwealth. Fixed insurance products and services offered through CES Insurance Agency or BerryDunn Wealth Management, LLC.
Barbara Applebee

GET TO KNOW US

BerryDunn Wealth Management takes to the airwaves! Read More...

Financial tips: true or false
529 plans can now be used to pay for tuition at elementary or secondary schools
Get the answer...

CONTACT US
Barbara Appleby
JD, MA, AIF
®
Kristin Guibord
MBA, AIF
®


FOLLOW US
LinkedIn
berrydunnwm.com