The April 2010 monthly newsletter is now available. It includes information on how the new healthcare law may affect you as an individual and new student loan and financial aid provisions. Also covered are an investment market update and a discussion on the merits of dollar cost averaging to make … [Read more...]
March 2010 Newsletter
The March 2010 Newsletter is now available. It includes an investment market update, Part II in my series on how to tap into your home equity in retirement, considerations in evaluating an early retirement offer, information on 2009 tax deduction for 2010 Haitian relief contributions, 2011 tax rate … [Read more...]
February 2010 Newsletter
The February newsletter is now available. It includes an update on January stock and bond market performance, the first article in a two-part series on how to tap into your home equity for retirement income, a preview of a new financial planning service, and more. Click here to read the … [Read more...]
January 2010 Newsletter
The January 2010 newsletter is now available. Beginning in 2010, it will be published the second week of each month. This month's newsletter includes a brief 2009 market update, an update on the estate tax for 2010, how to conduct a home inventory, and more. Click here to read it. … [Read more...]
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