On behalf of our 20 team members, Happy New Year! We enter into our 28th year and will continue to serve with passion and the very best of our professional ability. In 2012 we experienced the rhetoric of a contentious presidential election and addressed difficult economic issues in Europe and beyond. While the Presidential election has passed, it's clear that much of the political turmoil remains. Like past years, we will help you navigate these issues as it relates to accomplishing your financial and life goals.
Economic Climate
At the time of this writing, the Fiscal Cliff deal known as the American Taxpayer Relief Act of 2012 is newly minted. No doubt you have questions. Fortunately, the Fiscal Cliff and resulting income and estate tax changes have been on our minds and in our plans for much longer than the headlines. We continue to digest and analyze the new law and share our early analysis in the following blog 'How Will the Fiscal Cliff Deal Impact You?'
Education and Awareness
We will continue to provide a variety of educational sessions for 2013. In response to your feedback, you can expect to see our content delivered in a more innovative manner. We look to incorporate recorded webinars or conference calls that may be accessed at your convenience. Expect to see topics that address: Applying for Social Security, Medicare strategies, and a fall Investment Forum.
Blogs: Timely & Relevant Topics
The Oakland Press continues to endorse our Money Centered blog which provides actionable advice surrounding many of today’s financial planning and investment opportunities. It's a great way to share our collective wisdom and continues to stretch our leadership in the financial planning community. Money Centered speaks to our clients, professional relationships, and general public.
In addition to Money Centered, don’t forget to check out our other blog platforms. Center Connections help to keep our clients apprised of news, events, and announcements concerning your Center team. Our quarterly Investment Commentary shares our insights and thinking as it relates to both big picture and market-focused investment topics. As always, please feel free to forward our blog posts to those that you care about.
Wishing you a healthy and prosperous 2013!