Special Report: 2012 Tax Guide
Here you find some new updates to the 2012 Tax Laws. Please contact your CPA for more information.
2012 tax guide.pdf
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All Financial Advice Is Not Regulated The Same
It is important to understand the details surrounding financial advice and make prudent choices for your financial well being. The following are some basic details in a Q&A format
boomer article small pdf sept 2007.pdf
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The Value of a Fee-Only Advisor
It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale.
ValueofaFeeOnlyAdvisor.pdf
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Weather a Tough Economy Under Burden of Debt
Finanacial Advisor, Tim Stasinoulias, is interviewed by Lake Country Reporter in February 2011
Lake Country Reporter Article Tim Stasin[...]
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Life Insurance Plays a Critical Role in Financial Planning
Most people envision life insurance as protecting a young family with infant children from financial disaster in the event of an early death of a parent. This is true, but it’s not the only reason.
Life Insurance Critical.pdf
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27 Things You Should Know About The 2011 Tax Laws
2011 is here and there is much to report. Congress has restored the estate tax, cut the payroll tax and retained and/or restored a variety of tax breaks.
2011 Tax Laws.pdf
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How Does Asset Class Investing Differ From Indexing?
We believe index funds have some drawbacks that may reduce their effectiveness at delivering pure asset-class returns.
SI_FYI_Asset_Class_vs_Indexing_0411.pdf
Adobe Acrobat document [691.3 KB]