Investor Education | Financial Articles
It will be an interesting year of market fluctuations as we go through the election process. But in the midst of it all, it’s important to remember that short term volatility can be much different than long term performance. Check out; Avoid these seven financial sins. We are here to help navigate your plan to your goals, regardless of what the market may throw at us. Please call to schedule your financial review today. Happy Spring! ~ Tam
As you begin preparations to complete your 2015 tax returns, here’s some timely information regarding taxes and Roth conversions, as well as some interesting insight into the world of QTIPS. With the current market volatility, it is important to remember your goals and time horizons with regards to money invested, so decisions are not made without regard as to how they may impact your long term planning. If you have any questions or would like to schedule a review meeting, please call me to set something up. ~ Tam
As the leaves start to fall and outdoor activities wind down, we have an opportunity to meet with financial and tax planning professionals to consider strategies before year end that can help identify short and long term tax savings. It is also a good time to review and update retirement goals and evaluate plan performance and outlook. Gifting and satisfying RMD (Required Minimum Distributions) from retirement accounts must also be considered and satisfied prior to year end. Call today to schedule your review appointment. ~ Tam
What a beautiful summer we’re having! This edition of our quarterly newsletter features a terrific reminder of the merits of a durable power of attorney document. I believe it’s one of the most important documents an individual can complete. Please call if you have any questions. ~ Tam
As more baby boomers consider retirement, focus moves from not only accumulation of assets, but income planning. I can help you make decisions regarding how to maximize social security, provide lifetime income, and invest assets to meet other goals during retirement. I am trained to provide expertise in these areas and am committed to help you plan the next big "thing" in your life! If you haven't come in to complete and review our Goal Planning software program yet, call to schedule an appointment. There is no cost to do this, and it is a great way to determine a probability of success in meeting your goals and help you have confidence planning your retirement dreams. ~ Tam
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