Harbour Trust Newsletter – March 2024

 

 

 Why Do Workers Take Less Paid Time Off Than They Can?

PTO is important, yet nearly half of workers take less time off than allowed. 


 

 

 

 

Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both offer an income stream, but there are important differences to consider.

 

 

 

 

Trailblazers: Women Who Made Financial History

March is Women’s History Month. What better time to reflect on the contribution these five women have made to finance? 

 

 

Why Family Businesses Should Have Succession Plans

Some leaders avoid the issue because they love running their family businesses and don’t want to stop any time soon. 

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  IMPORTANT DISCLOSURES


Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, legal, or retirement advice or recommendations. The information presented here is not specific to any individual’s personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of IN. No offers may be made or accepted from any resident outside the specific states referenced.

 

Prepared by Broadridge Advisor Solutions Copyright 2023.

 
 
 
 

 

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