Friday, January 2, 2015

SEASONS GREETINGS

As 2014 comes to a close, ‘tis the season to gather together. For many people, the holidays tend to represent a time of year that is filled with faith, family, friends and reflection. When you’re sitting down around festive tables and celebrating over the next several weeks, remember to take a moment or two to consider the financial security of you and your loved ones. Are you taking full advantage of the Tax Code? Is your retirement distribution plan in order? Will your heirs be taken care of when you are gone? Have you incorporated Multi-Generational planning
into your overall plan? Are your documents and beneficiary designation forms up to date? We are here to help you with all of your tax and retirement planning needs.


Happy Holidays From My Family to Yours!

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