July 2012 Newsletter

Planning Your Financial Future

July 2012

July 4th is approaching.  Time for hot dogs, burgers, ribs (I’m so hungry!!).  Anyway, be careful.  As we head into the summer months, the temperature will head upwards, and you need to stay hydrated, especially when doing yardwork (or firing up that grill!)

Take care, and thank a Veteran!

Mid-Year Reality Check: Covering Your Bases in Uncertain Times
Imagine playing a complicated game, but the rules of the game are changing, and the new rules have yet to be announced. That’s what income tax planning is like this year.

 

Ways Parents Can Help Their Boomerang Kids
It’s been called the new retirement wild card. But it’s not inflation, health-care costs, or taxes. What is it that’s causing so much uncertainty? It’s boomerang kids, and the money their parents spend on them.

Natural Disaster Planning for Small Businesses
Whether your small business survives a natural disaster may depend as much (if not more) on the plans you put in place now, before a disaster occurs, as on what you do after a disaster strikes. Here are some disaster preparedness ideas for you to consider for your small business.

Is the Social Security Administration mailing out annual Social Security Statements?
The Social Security Administration (SSA) suspended mailing annual Social Security Statements in 2011, but resumed mailing these statements to workers age 60 and older in March. In May, the SSA unveiled an online statement service.

Refer a friend

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