2015 is here and I am looking forward to how it unfolds for each of us. No matter how many forecasts there are, I find very few that are accurate – whether a forecast about the financial markets or about our own lives — we need to take what we know, what we value, and take wisdom and good judgment in making our decisions in all areas of our lives.
I enjoy helping my clients with information as to when and how to take Social Security. This is where some special calculations and understanding all of the rules involved can possibly make a BIG long after the decision has been made. Individuals thinking about or going through divorce are being helped through my growing experience and knowledge as a Certified Divorce Financial Analyst.
And a NEW SERVICE to my clients is being able to have them access my financial planning software, input their data and run their own scenarios! How can I help you? Send me an email!
Happy 2015!
Pam
Contents include:
:: Key Numbers for 2015
:: No Matter What Your Age, Your Social Security Statement Matters
:: Should Life Insurance Be Part of Your Retirement Plan?
:: Do I have to pay an additional tax on investment income?
Read and download Pam’s January 2015 Newsletter here>>
To sign up, send Pam an email with “newsletter” in the subject line.
