Pam’s November Newsletter is here! Dear Friends, Thanksgiving is just around the corner and I can’t wait! It is a holiday that is focused on gratitude for the good that we already have. Thoughts of gratitude are the basis of a bountiful life. They are powerful. Are we grateful for the good that we have … Read More about Pam’s November 2013 Financial Plannning Newsletter
Pam’s October 2013 Financial Planning Newsletter
Pam’s October Newsletter is here! Contents include: :: Plan Now for a Year-End Investment Review :: It’s Time to Review Your Life Insurance Needs :: Should You Buy or Lease Your Next Vehicle? :: What rate of return should I expect from stocks? :: Graph: Interest Rates 1981-2012 Download Pam’s October 2013 Newsletter here>> To … Read More about Pam’s October 2013 Financial Planning Newsletter
Pam’s July 2013 Financial Planning Newsletter
Pam’s July Newsletter is here! Contents include: :: Mid-Year Planning: Accounting for New Tax Rules :: Happy Healthday! HSAs Turn 10 :: Portability of Applicable Exclusion Amount between Spouses :: I just bought a vacation home. Do I need to purchase a specific type of insurance? :: Chart: The Potential Benefits of Refinancing Your Mortgage … Read More about Pam’s July 2013 Financial Planning Newsletter
LPL Mid-Year Outlook 2013: Investors’ Trail Map to the Markets
Pam’s June 2013 Financial Planning Newsletter
Pam’s June Newsletter is here! Contents include: :: Just How Risky is Your Portfolio? :: Financial Planning When You Have a Chronic Illness :: Coordinating Social Security Benefits with Other Retirement Assets :: I’m a military member. What is USERRA? :: What is a joint bank account? Download Pam’s June 2013 Newsletter here>> To sign … Read More about Pam’s June 2013 Financial Planning Newsletter