The July 2009 newsletter is now available online. It reviews some blog information on FDIC insurance limits, establishing an emergency fund, and down market estate planning opportunities. It also covers new information on whether or not you should refinance your mortgage and considerations in … [Read more...]
Do Build America Bonds Make Sense for You?
Investors have a new mechanism for investing in municipal bonds, courtesy of the American Recovery and Reinvestment Act of 2009. As part of the Obama administration's economic stimulus program, the bill authorized a subsidy for local and state governments that issue what are known as Build America … [Read more...]
June 2009 Newsletter
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...]
Investing in Low Interest Rate Environment
Low interest rates create a dilemma. Do you accept a low return because you feel you must protect your principal? Or do you take on greater investment risk in order to try for a higher return? In balancing those two concerns, here are some factors to think about. Consider laddering your … [Read more...]
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