Planning Your Financial Future The calendar may say it’s Spring, but it’s still cold out. Don’t break out those shorts and flip-flops just yet. Take care of yourselves, physically and financially! 401(k) In-Plan Roth Conversions You may have heard the… Read More
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March 2011 Newsletter
Planning Your Financial Future March is here, which means warmer weather, birds chirping, and your corporate tax returns are due this month. If you haven’t gathered your information yet, you may want to think about an extension. Changes Affecting Small… Read More
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February 2011 Newsletter
Planning Your Financial Future Snow! Snow! Snow! Ten inches yesterday (depending on where you live), and another potential storm next week. Oh, well. It’s winter. Hope these articles will warm your heart (who am I kidding?). Enjoy the reading! 1040… Read More
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December 2010 Newsletter
Planning Your Financial Future December 2010 Thanksgiving is over, and I ate too much (bet that was a surprise for those of you that know me!). Here are some topics for you to think about as we approach the end… Read More
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November 2010 Newsletter
Planning Your Financial Future November 2010 Halloween is this weekend. Be careful when you are on the roads, and watch out for the little ones that may dart out in front of you. Federal Estate Tax Update–Inheriting Property in 2010… Read More
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October 2010 Newsletter
Planning Your Financial Future October 2010 Fall is on the way, which hopefully means the “Stink Bugs” will be on their way out. Four feet of snow in the winter, a record number of 100 degree days in the summer. … Read More
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September 2010 Newsletter
Planning Your Financial Future September 2010 September is on its way, along with cooler days and nights, and…..homework. Yes, back to school has arrived. Be on the look-out for the school buses, and the children running to catch them. … Read More
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August 2010 Newsletter
Planning Your Financial Future August 2010 Wow! July was a hot month. Hope you kept the water handy!! Here is the August newsletter. For those with children, make sure you read the article about cutting college costs. Have a great… Read More
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June 2010 Newsletter
Planning Your Financial Future June 2010 Hi, all. Please have a safe and enjoyable Memorial Day weekend. And please, remember our veterans, especially those that gave their lives so we could be free. What You Should Know about… Read More
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May 2010 Newsletter
Planning Your Financial Future May 2010 Your taxes are done (hopefully!). But that doesn’t mean your work is done. Make sure to check out the “Mid-Year Review” article to get a jump on those 2010 taxes. A Mid-Year… Read More