Greetings!
If you are close to my age; fifty-two, you may recall starting your first career and making use of a pocket calendar called "Day Timers." It was a very popular tool for insuring that important appointments and deadlines were not missed. As we approach the end of the year this is the perfect opportunity to schedule time to reflect on our blessings and review our financial resources. A little extra attention to investments and the needs of ones family members is important to ensure both are healthy and living up to their potential. Managing your money properly involves identifying how money is used as well as making it grow. As your financial team member Professional Advisory Services also works with other trusted professionals to address special areas of client need. We encourage your call should additional guidance be needed. Happy holidays!
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Featured Article: The Value of "Being Attentive to Your Investments"
By Gene De Young
November 2013
Professional managers are attentive to investments on a regular basis. Most investors have or have had mutual funds in their investment portfolios. In the task of management managers make frequent decisions based on a variety of reasons. (More)
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Featured Article: To help your aging parents tap their cash
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By Elizabeth O'Brien, MarketWatch
Oct. 30, 2013
How much money to your parents have, and where do they stash the cash? Indelicate questions, for sure. But many boomers have little sense of their aging parents' finances experts say, and this lack of knowledge can be real impediment in a caregiving crisis. (More)
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