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Spring 2015 Money at Work

Questions to ask before retirement

Are you nearing retirement or contemplating calling it quits early? In either event, this decision requires a thorough analysis of your situation. Although everyone's circumstances are different, here are some key questions you should ask yourself... Read more >

Learn from stock market history

If you have been investing in the stock market long enough, you have likely known good times and bad. It is the inherent nature of the market, as measured by the Dow Jones Industrial Average (DJIA), the Standard & Poor's (S&P) 500 Index and other well- known indicators, to fluctuate (see page 3).  At other times, the market may be relatively stagnant. Read more >

Greater estate‐tax security for assets

Do you have assets that you plan to pass along to your spouse and other heirs? Of course, "you can't take it with you," but you may maximize the transfer of wealth without any dire estate consequences. One of the key tax law rules that can currently work in your favor is the "portability" provision. Read more >

Seven issues when suddenly widowed

It is difficult enough to plan ahead when a spouse faces a life threatening illness, but it is even tougher when your loved one unexpectedly passes away. Besides the emotional turmoil, there are numerous financial decisions for a surviving spouse to make and obligations and deadlines to meet. Read more >



This newsletter/advertisement is produced for our clients, friends and associates through an arrangement with WPI Communications, Inc. for the representatives’ use. Although the editorial content is professionally researched, written and edited, neither our firm nor any of its agents, representatives or associates make any representations regarding the accuracy of the content or its applicability to your situation. The information in this communication is not intended as tax or legal advice. In accordance with IRS Circular 230, the information provided herein may not be relied on for purposes of avoiding any federal tax penalties. Any tax advice contained in the body of this material was not intended or written to be used, and cannot be used, by the recipient for the purpose of 1) avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions, or 2) promoting, marketing or recommending to another party any transaction or matter addressed herein. You are encouraged to seek tax or legal advice from an independent advisor.

 



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Bank Among Friends
First Minnetonka City Bank
First Minnetonka Investment Center is a registered branch of LaSalle St. Securities, LLC.
Securities are offered through LaSalle St. Securities, LLC., Advisory Services offered through LaSalle St. Investment Advisors, LLC.
 LaSalle St. Investment Advisors, LLC is affiliated with LaSalle St. Securities, LLC.- a registered broker/dealer.
Tam Hubert, CFP® and Kristi Remus are registered representatives of LaSalle St. Securities, LLC.
940 N Industrial Dr., Elmhurst, IL 60126-1131. Member FINRA / SIPC. Not a deposit. Not FDIC insured.
Not insured by any Federal Government agency. Not guaranteed by the bank. May lose value.
Disclaimer
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The Fair Housing Act prohibits discrimination in housing because of:

Mission

Enforce the Fair Housing Act and other civil rights laws to ensure the right of equal housing opportunity and free and fair housing choice without discrimination based on race, color, religion, sex, national origin, disability or family composition.

Major Goals

1. Reduce discrimination in housing by doubling the Title VIII case load by the end of 2000 through aggressive enforcement of civil rights and fair housing laws;

2. Promote geographic mobility for low-income and minority households;

3. Integrate fair housing plans into HUD's Consolidated Plans;

4. Further fair housing in other relevant programs of the Federal government; and

5. Promote substantial equivalency among state, local and community organizations involved in providing housing.