Correspondence

Please click the links below to view our current letters:

May Newsletter In this issue: Hidden Taxes: What Is Your True Cost? -- there are other taxes imposed on us that you may not be aware of. They are "hidden taxes." And when you add them together with visible taxes, you may be surprised about how high your taxes really are.

April Newsletter In this issue: Supercommittee Failure Sets Stage for Election Year Debate -- As part of a last-minute agreement ending August's debt ceiling standoff, legislation was signed into law calling for the creation of a deficit reduction "supercommittee."

March Newsletter In this issue: Election Year Tax Talk -- A number of major tax changes were enacted in 2001 and 2003, including lower federal income tax rates, special maximum rates for long-term capital gains and qualifying dividends, and increased standard deduction amounts.

February Newsletter In this issue: Keeping Market Volatility in Perspective -- When markets are volatile, sticking to a long-term investing strategy can be a challenge. Though past performance is no guarantee of future results, it might help you keep the ups and downs in perspective to see how recent market action compares to previous market cycles.

January Newsletter In this issue: Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture. As you make financial resolutions for 2012, looking back at what happened last year can help you make some positive changes this year.

December 2011 Newsletter In this issue: If you're an IRA owner who must take a required minimum distribution (RMD) in 2011, you can avoid some or all of the resulting income tax liability by donating a portion of it to charity.

November 2011 Newsletter In this issue: Legislation passed in December of 2010 extended lower tax rates, deductions, and other expiring provisions for an additional one to two years. As a result, you can consider 2011 year-end tax planning moves with a relative degree of certainty.

September 2011 Newsletter In this issue: Life is full of "what ifs," and we don't always have the answers to every question. That's why it's important to put a plan in place that will protect your family if you're not here. Life insurance can be an essential part of that plan.

 

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