

	Diane S. Winner, CFP®, CDFA®

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.

Quiz: Financial Facts That Might Surprise You

Going Public: An IPO's Market Debut May Not Live Up to the Hype

Protect Your Heirs by Naming a Trust as IRA Beneficiary

I received a large refund on my tax return this year. Should I adjust my withholding?

What is the difference between a tax deduction and a tax credit?

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	BOAA Financial Services 125 S. Fifth Ave, Ann Arbor, MI 48104 Phone: (734)327-1126 · Fax:(734)662-0934 Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affliates. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, GA, KY, MI, NY, OH, TX, UT Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Bank Deposit • Not Insured by Any Federal Government Agency