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 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

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

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

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

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

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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

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!

Check out our new three-minute video, which briefly explains the advantages of looking at the bigger picture.  Get the answers as to WHY investing your hard-earned money is the best strategy in today’s volatile economy!  Give me the opportunity to provide the you with viable strategies to successfully meet your personal financial goals by calling me at 770.424.8711 or emailing me at gwickham@wickhamservices.com!

Your goals and priorities will probably change as you plan to retire. Along with them, your insurance needs may change as well.  Retirement is typically a good time to review the different parts of your insurance program and make any changes that might be needed. 

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