Year-End Tax & Estate Tips
Dear Friends and Family, As we enter into year-end financial planning, please consider the below suggestions. If they seem appropriate to you, we welcome a conversation. Contribute to your IRA…
Fed Action, Vacancies & Seminar
Dear Friends and Family, “October’s poplars are flaming torches lighting the way to winter.” Fed unveils steps to aid economy: In response to the chronically weak U.S. economy, the Federal…
Unclaimed Money & 401k Reviews
Dear Friends and Family, Did you know there’s over $40 billion in unclaimed property in the U.S.? You can search by visiting www.missingmoney.com. We encourage clients to check annually. Also,…
Greece, Housing & Social Security
Dear Friends and Family, As Greece and other European nations continue to dominate headlines, it’s worth remembering the global economy is complex and resilient. The U.S. continues to show signs…
TOD Registration & Mortgage Help
Dear Friends and Family, A useful estate planning tool is the Transfer on Death (TOD) registration for brokerage accounts. This designation helps ensure assets are passed directly to beneficiaries, bypassing…
Tax Tips & Economic Indicators
Dear Friends and Family, We’re officially into 2012, and with tax season upon us, here are a few reminders and planning tips: Fidelity’s 1099 and Year-End tax forms will arrive…
Debt Debates & 2012 Outlook
Dear Friends and Family, We hope the new year is off to a good start for you and your family. We wanted to start the year by providing a general…
Year-End Moves & Equity Outlook
Dear Friends and Family, Happy Holidays! As 2011 ends, here are some key tax and planning reminders: Take RMDs if you're 70½+. Consider making IRA charitable donations directly from your…
Markets, Housing & Social Security
Dear Friends and Family, October was the strongest month in 20 years for equities. This is why we stay invested for the long term. Concerns remain about EU debt, budget…
Risk, Recovery & College Aid
Dear Friends and Family, Investors are currently getting overpaid for taking risk, while yields on 'safe' securities remain very low. Fidelity found that 401(k) participants who stayed invested during the…
Debt Downgrade & Green Choices
Dear Friends and Family, Congress has taken a comedy of errors and turned it into a full-blown tragedy. This quote from Forbes captures the chaos around the debt ceiling. A…
Debt Ceiling & U.S.
Dear Friends and Family, “Investors need to remain calm. Let the politicians be hysterical.” We thought it was appropriate to discuss the hysteria and politics surrounding the “debt ceiling” discussions…