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Krista

 

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In This Issue
2011 Annual Market Review
Tax Changes 2012 & 2013
Retirement Income Planning

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January 2012 Market Review

Greetings! 

I hope you enjoy this edition.  In addition to the January Market Review you will find a great tax reference for 2012 Key Numbers.

 

A very important note for tax clients is that the tax calendar is booked solid for the next week and 1/2, and many slots are already booked past that. In another week or so, I expect that we will be booking out 3 to 4 weeks at a time based on history.  I strongly encourage you to call us and schedule your time.  If you get our voicemail, please leave us a message and we will call you back promptly.  We are likely on another call or helping a client.

 

If we have not done your taxes in the past, we'd love the opportunity to serve you.  We offer tax preparation for $69.  Call us for details!  309-808-2224.

 

Have a great week! 

 

Sincerely,

Krista

  SMPK 

Market Review: January 2012

 ticker

Believers in the January indicator, rejoice! If the first month holds any significance as a barometer of how equities might perform during the rest of the year, January clearly got 2012 off to a good start. For the first time since October 2010, the Nasdaq had the strongest monthly gains of the four domestic indices; it's now up more than 20% from its 2011 low last October and is just 60 points away from its 2011 closing high.  

 

Click Here to Read More

Federal Tax Landscape for 2012 and 2013
Click HERE to watch a short video regarding tax changes for 2012 and 2013.
2012 Key Numbers Reference Guide

 Numbers

Here is a great reference guide to Key Numbers for 2012.  Click Here to Learn More 

 

ServicesOfferedWe hope you enjoyed the newsletter.  If we can help you with anything, don't hesitate to call us at 808-2224

 

We can help you execute a sound financial program utilizing the following products and services:

  • Tax Reduction Planning
  • Income Tax Preparations
  • Pension & Retirement Plans
  • Estate Planning & Preservations
  • Annuities
  • Life Insurance
  • Long-Term Care
  • 401K & IRA Rollovers
  • Stretch IRA Analysis
  • ROTH Conversions
  • Medicare Supplement Policies
  • Dental, Vision and Hearing Insurance
  • Fee based Investment Advisory Services

 

Sincerely,

Krista McBeath
McBeath Tax and Financial Services

DisclosuresInvestment advisory services offered through American Investment Services, a Registered Investment Advisor firm.
 
*The attached links are believed to be factual and up-to-date and do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.