December 9, 2009
In November’s newsletter, you’ll find the following topics discussed:
- 2009 Legislation in Review
- Retirement: Does Your Withdrawal Strategy Need a Second Look ?
- Retirement Issues to Watch in 2010
- 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
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
In September’s newsletter, you’ll find the following topics discussed:
- Changing Jobs? Take Your 401(k) and …Roll it
- Understanding Principal-Protected Notes And CDs
- Is It a Good Time to Buy a New Car?
- 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
June 30, 2009
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:
- Job changing and rolling over your 401(k)’s;
- Using Income Annuities to fill retirement gaps;
- Estate Planning opportunities in a down market; and
- 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
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
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
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
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…)
April 7, 2009
Paying down your mortgage may not be the best use of your cash. Take a look at the numbers and consider these avenues to get more bang for your buck. Check out the below article that discusses the advantages/disadvantages in relation to your financial position:
http://articles.moneycentral.msn.com/Banking/HomeFinancing/DontRushToPayOffThatMortgage.aspx
March 5, 2009
We’re excited to announce our website renovations are finally COMPLETE!!! Click here to take a peek for yourself! We’d love to hear what you think about the new look, and more importantly, if you were able to find the information you were seeking!
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