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NEWSLETTERS

March/April 2010

  • Wall Street's Wild Ride - It’s been nearly three years since the market began its historic decline resulting in the Dow retreating from a high of approximately 14,000, to a low near 6,500 on March 9, 2009…I’m certain of this date since it was my Fathers 82nd Birthday…Happy Birthday Dad, your day will live in infamy for a long time…we hope.
  • More Flexibility for Helping Grandkids with College - Transferring a custodial account set up under the Uniform Gift to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) to a section 529 college savings plan can potentially result in a number of tax advantages.
  • Use a QTIP Trust to Give Your House to Your ‘First Marriage’ Children But After Your Second Spouse Dies - Divorce is prevalent in society. Older couples married for the second time often have their own children from a first marriage. Each of the couple wants to bequest things to their own children.
  • Refinance Your Rental Property for More Retirement Income - Need more retirement income? Tap into your rental property without selling it.
  • Convert Your Traditional IRA to a Roth IRA for Tax Free Savings! - Imagine an investment account that grows tax free and you can take as much or as little out of it for as long as you live.

March/April 2009

  • Are You a Madoff $50 Billion Victim? - It’s been a shocking headline for the past month. Bernard Madoff, former Nasdaq chairman and respected advisor to numerous celebrities and charitable organizations, has been charged with orchestrating a $50 Billion Ponzi scheme for several decades.
  • The "I'll Stop When I Get Even" Reflex - The stock market during the past 18 months has been one of the most devastating any of us can recall.
  • Steps to Safer Investment Decisions in 2009 - It’s tough to tell how much one investor can do alone to preserve their assets in 2009, particularly with unprecedented government intervention in world markets.

January/February 2009

  • The Investors' Dilemma - Investing is usually done in an effort to
    have money to accomplish life goals and realize dreams.
  • What Most Investors'Overlook ... and what most advisors' don't explain - Charles Massimo, president and founder of CJM Fiscal Management (Garden City, NJ), sees five common mistakes made by all investors at all levels of wealth and investment experience:
  • Three Strikes, You're Out -There are two basic investment
    strategy theories.


 
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