Planning Your Financial Future September 2011 Hope you survived Hurricane Irene. We lost cable and internet for a couple days, but we were very blessed as we did not have any property damage nor did we lose power. Eventually, schools… Read More
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August 2011 Newsletter
Planning Your Financial Future August is almost here. Time to get the kiddies back to school, and ship the older ones to college. Hope you are able to squeeze in some “Family Time” before Labor Day! Talking to Your Child… Read More
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July 2011 Newsletter
Planning Your Financial Future As we get ready to celebrate the 4th of July weekend with hamburgers, hot dogs, cold drinks and fun times with the families, remember that our independence was not without cost. Crisis Investing: Keeping Your Head… Read More
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June 2011 Newsletter
Planning Your Financial Future Memorial Day Weekend! I hope you have a wonderful time with family and friends. However, don’t forget to honor and remember the family and friends of those that have lost their lives protecting this great country… Read More
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May 2011 Newsletter
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! Inflation or Deflation: Watching for Warning Signs There’s been… Read More
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April 2011 Newsletter
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