In November’s newsletter, you’ll find the following topics discussed:

1. 2009 Legislation in Review
2. Retirement: Does Your Withdrawal Strategy Need a Second Look ?
3. Retirement Issues to Watch in 2010
4. Ask The Experts

To access this newsletter click here or click on blog address www.wickhamservices.com/blog.  If any of these topics leave you with more questions than answers  please do not hesitate to contact me, my agents or staff members so we can set a time to speak further.  Graham- Pres and CEO of The Wickham Agency and Wickham Financial Group-www.wickhamservices.com

In October’s newsletter, you’ll find the following topics discussed:

1. Time to Consider Year End Investment Moves
2. What to Do When Layoffs Loom
3. 2009 Year -End Tax Planning Considerations
4. Ask The Experts

To access this newsletter click here or click on blog address www.wickhamservices.com/blog.  If any of these topics leave you with more questions than answers  please do not hesitate to contact me, my agents or staff members so we can set a time to speak further.  Graham- Pres and CEO of The Wickham Agency and Wickham Financial Group-www.wickhamservices.com

In September’s newsletter, you’ll find the following topics discussed:

1. Changing Jobs? Take Your 401(k) and …Roll it
2. Understanding Principal-Protected Notes And CDs
3. Is It a Good Time to Buy a New Car?
4. Ask the Experts

To access this newsletter click here or click on blog address www.wickhamservices.com/blog.  If any of these topics leave you with more questions than answers  please do not hesitate to contact me, my agents or staff members so we can set a time to speak further.  Graham- Pres and CEO of The Wickham Agency and Wickham Financial Group-www.wickhamservices.com

In August’s newsletter, you’ll find the following topics discussed:

1. is ” Buy and Hold” dead ?
2. Roth IRA Conversions in 2010: Goodbye, Income Limits!
3. Homeward Bound: Investing in the American Dream
4. Ask the Experts sections

To access this newsletter click here.  If any of these topics leave you with more questions than answers  please do not hesitate to contact me, my agents or staff members so we can set a time to speak further.  Graham- Pres and CEO of The Wickham Agency and Wickham Financial Group

In July’s newsletter, you’ll find the following topics discussed:

1. Boomerang Children;
2. Retiring Early…Don’t Forget About Health Insurance;
3. Going to Graduate School: Ways to Pay; and
4. What is the Credit CARD Act of 2009?

To access this newsletter click here.  If any of these topics leave with you with more questions than answers with respect to your current financial strategy, or if your life’s changed since we last met/spoke via phone and/or by email correspondence, please contact me today so we can update your financial strategy to best suit your needs!  Graham

Our May 2009 News That You Can Use Newsletter has some helpful articles about the following:

• Small business plans for uncertain times;
• Investing in a low interest rate environment;
• Income tax advantages of charitable giving; and
• Tax credits are available for home energy efficiency modifications.

To access the newsletter, click the following link http://wickhamservices.com/documents/May%202009.pdf .  Call me if I can provide you more indepth information about any of the current financial advising articles in the current, or past, newsletters as they pertain to your life.  I’m here to help you build your portfolios through sound financial advise! Graham

Will the Estate Tax Stay Repealed for 2010? 

In 2001, a law was passed that gradually phased out the federal estate tax through 2009, and repealed it altogether in 2010. That law, however, “sunsets” or expires in 2011 and reinstates pre-2001 tax law levels (with an exemption of $1 million and a top tax rate of 55%). Since 2001, the economic and political climate in the United States has changed significantly. The federal budget deficit has ballooned, the financial markets have been in turmoil, and most importantly, power has shifted to the Democrats. So, the question is: just how likely is it that 2010 will be an estate tax-free year? (Read More)