2009 Tax Breaks – Retirement and Estate Planning Services
Don’t forget these 2009 tax breaks! Plan to exploit them before they expire. Presented by Roy Neal Content provided by Peter Montoya, Inc. The year goes by, you get busy … and tax-saving opportunities slip away. So as a reminder, this article is here to reacquaint you with some of the notable federal tax breaks offered this year. The first-time homebuyer credit. This is the up-to-$8,000 credit available in 2009 to anyone who hasn’t owned... [Read More...]
From wealth accumulation to wealth preservation
A retirement transition might call for a shift in your investment approach. Presented by Roy Neal Content provided by Peter Montoya, Inc. Time passes … and priorities change. When you approach retirement, your investment mindset may have to be modified. If you are in your thirties or forties, the goal is accumulation – investing and saving to amass as much as possible for your retirement years. When you are older, the goal changes to wealth preservation... [Read More...]
The top 10 reasons not to plan for retirement
A different kind of Top Ten list. Presented by Roy Neal Content provided by Peter Montoya, Inc. You probably read or hear about some “Top Ten” list nearly every day. But take a moment to read this one. This list is different, and probably not the kind of list you’d expect a Financial Advisor to write. [Read More...] Read More →
Russell’s Seafood
Russell’s Seafood in Southern Pines offers senior discounts. Read More →
Get your coupons from the Internet
As a Google search for internet+coupons will show, the net gives you access to thousands and thousands of printable coupons and codes to use for Internet purchases. Read More →
Saving money at restaurants and more
Have you checked to see which local grocery stores offer Senior Days for price-breaks on shopping? How about restaurants and fast-food spots in your area? For an overview of vendors and restaurateurs offering senior discounts, take a look at this page of the About site. Give a call to your local establishment and find out what special opportunities are available for seniors. Most fast-food places offer some sort of break as do many restaurants.... [Read More...]
Asset Allocation in “Stormy Weather”
Diversification has the potential to help portfolios in rough times. Provided by Roy Neal In any stock market climate, proper asset allocation matters. In a down market, you could argue that it matters more than anything else. [Read More...] Read More →
