Happy Summer!
I love summer! It is understood that everyone will (or should) be taking some time off for R&R. But, summer is actually a busy time for me in my business. More so than tax time!
For many of my clients, it provides a time to follow up on the ideas when they were doing their taxes to implement in their financial picture. A morning off from work can be used for meeting with me to work on the financial and investment plan.
Also, I have been working with quite a few senior citizens who need help with planning for their move from their home into a senior care facility – whether immediately or in the future. If you think that planning stops at the beginning of retirement – think again! More on this in future newsletters.
Warm regards,
Pam
Contents include:
:: Can You Make Some Green By Investing Green?
:: Charitable Gifts of Items You No Longer Need
:: Why Not Make Your Next Trip a Volunteer Vacation?
:: Have the Rules for 401(k) In-Plan Roth Conversions Changed?
:: Is There a New One-Rollover-Per-Year Rule for IRAs?
Read and download Pam’s June / July 2014 Newsletter here>>
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