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beth.ponte@prudential.com

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Retirement

Introducing the 530A Accounts
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women
Deciding When to Take Social Security

Estate

Problems with Probate
Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
A Brief History of Estate Taxes

Investment

The Anatomy of an Index
Alternative Investments - Going Mainstream
The Threat of Identity Theft
Inflation & Your Money
TIPS for Inflation
Mutual Funds vs. ETFs

Insurance

The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
Assess Life Insurance Needs

Money

Buying vs. Leasing a Car
Making Sense of HSAs and FSAs
Year-End Charitable Gifting and You

Lifestyle

A Path to Serenity and Smart Money Choices

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Office: 401-846-3000

Fax: 401-848-0392

294 Valley Road

Unit 4

Middletown, RI 02842

beth.ponte@prudential.com

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