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Wealth Management Group Newsletter – Fall 2014
The Fall 2014 Wealth Management Group Newsletter includes two articles, Revise Your Estate Plan to Cover Health Care Directions and A Primer on the Timing of RMDs.
Wealth Management Group Newsletter – Summer 2014
The Summer 2014 Wealth Management Group Newsletter includes two articles: Making the Best of a Capital Loss and Make Your Portfolio an Emotion-Free Zone.
Wealth Management Group Newsletter – Spring 2014
It is often suggested that as you prepare information for income taxes, it is also a good time to perform an overall personal financial review. However, this can be a much larger task than most of our clients are ready to take on all at once. It is possible to address different areas of your finances separately and build up to a thorough and comprehensive overall financial review. Over the course of the next several issues, we will address different areas that you may consider as separate, but important and related pieces of an overall financial review.
Wealth Management Group Newsletter – Winter 2013
Those who find themselves raising children, saving for their own retirement and helping to care for or support aging parents can consider themselves members of the "Sandwich Generation." Although it may be personally gratifying to be able to help your parents, it can be stressful and financially burdensome. This article shows that careful planning and tax breaks may help.
Wealth Management Group Newsletter – Summer 2013
A Newsletter Focused on Your Financial Needs: May 2013 Issue
Do Your Portfolio Returns Measure Up?
Till Death Do Us Part, Settling Up a Spouse's Financial Affairs
Editor, Steve Lewis
Wealth Management Group Newsletter – Spring 2013
A Newsletter Focused on Your Financial Needs: March 2013 Issue
Wealth Management Group Newsletter – Fall 2012
A Newsletter Focused on Your Financial Needs. August 2012 Issue:
The Changes to Federal Estate and Gift Tax Law Around the Corner by Steve Lewis; and It's Time for Your Financial Review by Steve Lewis and Jeff Newman
