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Prime Time
 With summer pretty much over and "the busy season" now upon
us, you may be finding it difficult to keep track of all the
important deadlines, changes to the law, and trends that could
affect your financial plan. With that in mind, included here is a
compilation of the most relevant ones rolled into one neat package.
Speaking of things that are past due... When I made financial
planning for the pink-slipped the focus of my blog back in June,
I never imagined that the topic would remain "in season" for so
long. Unfortunately, the jobless rate continues to drift higher,
albeit more slowly. With so many people still affected, an encore
presentation of last month's Webinar on this topic seems to be in
order. See below for details on that, plus an opportunity to discuss
it live on Network for Work (TM) Radio.
Here's hoping this
fall is the diametric opposite of last, and that the need to make
"pink slip lemonade" soon follows sunburn, mosquito bites, high
humidity, and other summer bummers into the sunset...
Talk
to you soon!
Sherrill
| Article: "Table of Timely Tips: Tap Before They
Terminate" |
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"A penny saved is a penny earned." "Beware of little
expenses. A small leak will sink a great ship." "Certainty? In
this world nothing is certain but death and taxes." Oh, that
Ben Franklin was just chockfull of good financial advice, but
his "time is money" was the inspiration for this article, a
compilation of time-sensitive tidbits to help you make the
most of your money.
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| An$wer of the Month: "Are your fees
tax-deductible?" |
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Q: Are the fees we pay for your advice
tax-deductible? -- C.B., NH
A: Yes, and so are
certain other investment-related expenses. As with everything
to do with tax laws, it's not 100% straightforward and there
are limitations. You'll find a good overview of the rules in
this article.
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| Tue 9/29 @9:00 - Network for Work (TM) Radio
Interview |
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Join me on the brand new Network for Work(TM) Radio show
for a discussion of financial planning strategies for
navigating career transitions! (p.s. Looking for a job? Network
for Work (TM) has helped facilitate many "happy
landings".)
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| Tue 10/6 @12:00 Free Webinar - Financial Planning
Post-Pink Slip |
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Job security: a thing of the past? Maybe, but financial
security doesn't have to be. In this webinar, we'll look at
why the simple personal finance rules of thumb that used to
work no longer make sense for a lot of people, and discuss
alternative strategies.
Bonus! Hosted by Blitztime
Networking, this session includes 1-on-1 networking with other
attendees.
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Got goals? |
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Get on track to achieve them! I'm Sherrill St. Germain,
MBA, CFP®, founder of New Means Financial Planning, and I'd
love to help. Contact us today!
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Share The
Wealth
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