The June 2009 newsletter is now available. It includes articles on the new credit card law provisions, energy-efficient tax credits, estate planning for second marriages, and social security planning. Click here to read it. … [Read more...]
May 2009 Newsletter
The May 2009 newsletter is now available. It has information on the tax benefits of charitable giving, investing in a low-interest-rate environment, the extension of the federal money market guarantee, and divorce financial planning. Click here to read the May 2009 newsletter. … [Read more...]
April 2009 Newsletter
The April 2009 newsletter is now available online. It includes an update on market conditions, plus information on the Cobra subsidy, writing off worthless securities on your taxes, an estate planning pitfall to avoid, a conversation for parents about saving for retirement vs. college, and a how-to … [Read more...]
March Monthly Newsletter
The March monthly newsletter is now out. It includes information on current economic conditions, how to create your own Equity Indexed Annuity, figuring out if your insurance company is secure, Roth IRA conversions, and the Making Work Pay tax credit. To view it, click here. … [Read more...]