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Patrick E. Tyler
   

Newsletters


The newsletter articles on this page provide valuable information on timely and interesting financial issues across a variety of subject areas, including retirement, investments, personal finance, annuities, insurance, taxes, college, and government benefits.


What You Can Do with a Will
Ten Year-End Tax Tips for 2017
Five Myths About Group Disability Insurance
How much money should a family borrow for college?
How can families trim college costs?


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 Securities and Investment Advisory Services Offered through Calton & Associates, Inc., Member FINRA/SIPC an Independent Registered Securities Broker/Dealer and Registered Investment Advisory Firm. Main Office: 2701 N. Rocky Point Dr. Ste. 1000 Tampa, FL 33607 

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 presented here is not specific to any individual's personal circumstances and may change at any time and without notice. Opinions expressed do not necessarily reflect those of Calton & Associates, Inc.

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. Calton & Associates, Inc. and its Registered Representatives do not offer tax or legal advice.



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


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