Mission Statement
My mission is: To help you understand and achieve your financial goals. I believe that you should invest your time before you invest your money. I believe that one of the most important factors in investing is that you, my client, are comfortable in the knowledge that I have identified and understand your personal goals and your ability to tolerate risk.
Newsletter
POST March, 2012
I think March is a good time to plan for the future. In January, we recovered from the holidays, made resolutions and practiced writing 2012 on our checks. So, now may be a good time to set our sights on retirement planning. In 2012, contribution limits for many tax-advantaged retirement plans increased, as much as $500. The current IRA contribution amount is $5,000 with a $1,000 additional catch up for those 50 and older. That's only $500 a month, which doesn't sound like much but, when invested tax-deferred, can add up over time. Check to see if you qualify for the increase and do it! Another change that can make a difference is how assets are held.