October 2009 Newsletter

October 2, 2009 by Jean Keener, CRPC, CFDP · Leave a Comment 

The October newsletter is now available.  It includes a reminder about the October 15 deadline to recharacterize 2008 Roth IRA conversions, a market update, how to calculate your net worth and why net worth is the financial number to watch, and more.  To read the newsletter, click here.