The July 2010 financial planning newsletter is now available. Topics include today's investment market conditions, low mortgage interest rates, college scholarship strategies, required minimum distributions for 2010, and a reminder on staying vigilent against identity theft. An invitation to … [Read more...]
June Monthly Newsletter
The June newsletter is now available with an investment market update and some historical perspective on stock market returns over time to put recent volatility into perspective. It also include a how-to on deciding if you should pay off your mortgage and an invitation to the upcoming budgeting … [Read more...]
May 2010 Newsletter
The May 2010 newsletter is now available. It includes investing information with perspective on last week's market plunge and an update on the new reduced fees for trading Vanguard ETFs. For taxes, there's information on the new 3.8% medicare tax for high income individuals. For cash flow, we … [Read more...]
April 2010 Monthly Newsletter
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...]
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