October 2014 Newsletter

October 8th, 2014

Planning Your Financial Future October 2014
Fall has arrived! Cooler temperatures, earlier sunsets, and turning leaves.
However, it’s also time to think about year-end tax planning for
business owners. December will be here before you know it.
Prepare Now for a Year-End Investment Review
Getting organized before meeting with your financial
professional for a year-end investment review can
help make the meeting as productive and efficient as
possible.
More Details
Retiring and Relocating? Don’t Neglect State Taxes!
If you’re retired, or about to retire, you may be thinking
about relocating to a state that has low tax rates or
provides special tax benefits to retirees. Here’s a
survey that may jump-start your search for a tax-friendly
state in which to spend your golden years.
More Details
Leaving Assets to Your Heirs: Income Tax Considerations
An inheritance is generally worth only what your heirs get
to keep after taxes are paid. When evaluating whom to
leave property to and how much to leave to each person,
you might want to consider how property will be taxed and
the tax rates of your heirs.
More Details
What factors could negatively impact my credit report?
Having a good credit report is important when it comes
to personal finance, because most lenders use credit
reports to evaluate a potential borrowers creditworthiness.
More Details
I’m looking to buy a home. What are some common mortgage mistakes to avoid?
Navigating the complex world of mortgages can be difficult. As a result, it’s easy to make mistakes when applying for a mortgage loan.
More Details
 

Refer a friend
IRS regulations require that I advise you that, unless otherwise specifically noted, any federal tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purposes of avoiding penalties; furthermore, this communication was not intended or written to support the promotion or marketing of any of the transactions or matters it addresses.

Categories: News
This entry was posted on Wednesday, October 8th, 2014 at 3:19 pm. Both comments and pings are currently closed.

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