December 9, 2009

November Newsletter

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

September 19, 2009

Mark Your Calender ! Lunch N Learn

 Lunch – N – Learn

  Monthly educational sessions with lunch provided.

 Tuesday, September 29, 2009 11:00 AM to 12:00 PM – Eleven Ways to Help Yourself Stay Sane in a Crazy Market

 

Tuesday, October 27, 2009 11:00 AM to 12:00 PM –  Key Estate Planning Documents You Need

  Tuesday, November 24, 2009 11:00 AM to 12:00 PM –  Women and Retirement Planning

 

Tuesday, January 26, 2010 11:00 AM to 12:00 PM –  Caring for an Aging Parent

 

 

Contact Lori Ayers at 770-424-8711 or e-mail: wickham@wickhamservices.com

Wickham Financial Group, Inc.

116 Margaret Avenue

Marietta, GA  30060

www.wickhamservices.com

(770) 424-8711

Host: Graham Wickham & Don White

Call Today to Reserve your Seat!! RSVP only 15 seats availble 

location:

Elevation Chophouse

Entrance B at McCollum Airport

1723 McCollum Pkwy

Entrance B

Building 600

Kennesaw, GA 30152

(770)485-7469

 

 

 

 

 

September 18, 2009

September Newsletter

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

July 22, 2009

July Newsletter

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

July 14, 2009

SEEKING INSURANCE AGENTS & FINANCIAL ADVISORS

NEED YOUR HELP!!!  Do you know of any qualified insurance agents and financial advisors who are looking to make a professional move for flexibility and high payouts?  The Wickham Agency and Financial Group are looking to immediately hire personal and commercial insurance agents and financial advisors to join our team!   If you, or someone you know, would be interested please contact me (Graham Wickham) by phone at 770.424.8711, or by email at gwickham@wickhamservices.com to discuss potential employment opportunities. 

June 30, 2009

News You Can Use Newsletter - June

This month’s newsletter focuses on the following four different investing topics, meant to help all investors, whether it meets your current financial plan, or could in the potential future:

  1. Job changing and rolling over your 401(k)’s;
  2. Using Income Annuities to fill retirement gaps;
  3. Estate Planning opportunities in a down market; and
  4. Diversifying in a difficult market.

To access this newsletter click here.  If any of these scenarios have you asking more questions about your current plan, since we last met (or spoke via phone and/or email), please contact me today to update your financial strategy!  Graham

P.S. If I don’t see or speak with you before the 4th of July, may your family have a safe and wonderful time celebrating our Independence day as a nation! Graham

June 8, 2009

6 Biggest Myths about Car Insurance

Filed under: Insurance — Tags: , , , , , , — Graham @ 9:56 am

An interesting article about the six biggest myths customers have about getting car insurance.  Please call us with any questions! Graham

http://articles.moneycentral.msn.com/Insurance/InsureYourCar/the-6-biggest-car-insurance-myths.aspx

May 29, 2009

News You Can Use Newsletter - May 2009

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

May 13, 2009

My Guest Appearance on Thrive America!

Last week, Thrive America had me on their show to discuss investing, even during a recession.  I hope you find the video interesting; so, if we’ve discussed generally, but not specifically, the idea of a “cash reserve” and you’re interested in this strategy, please give me a call to discuss it!

Graham’s Q&A on Investing

April 27, 2009

Interesting Take on Investing Through Recessions

I thought you might find this article interesting about investing through recessions.  Please feel free to call me or email to discuss your current investments and recommendations.-Graham

(read full article) (more…)

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