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Monthly Podcast and 2011 Market Review |
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Greetings!
I hope you had a wonderful Christmas. Below you will find a market review for 2011, a short video explaining tax changes for 2012 and 2013, and our wealth podcast.
Our phones are ringing for tax time and we anticipate a VERY busy tax schedule. I strongly encourage you to contact us soon to schedule your appointment as our calendar will fill up quickly. Call Deana at
808-2224 to schedule your time.
Sincerely,
Krista
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Market Review: 2011 Annual |
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The global village became very real as 2011 was consumed by debt, debate, downgrades, and potential default both here and overseas. U.S. economic data had to struggle for months against headwinds from abroad that preoccupied Wall Street even as Wall Street itself got occupied.
Click Here to Read More |
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Federal Tax Landscape for 2012 and 2013 |
| Click HERE to watch a short video regarding tax changes for 2012 and 2013. |
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Podcast: Retirement Income Planning |
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With the uncertainty of social security and pensions becoming a thing of the past, retirement income planning has to be a top priority for those looking forward to retirement. Join NAIFA ClientCast® this month with our guest to discuss the changes that have occurred over the past twenty years and the rules that we face planning for retirement. We'll share practical solutions to help you plan for a long, successful retirement.
* Disclosures
Click Here to Listen |
