Archive | December, 2013

Retirement Planning Key Numbers-2014

Certain retirement plan and IRA limits are indexed for inflation each year, and many of the limits eligible for a cost-of-living adjustment (COLA) have increased for 2014. Some of the key numbers for 2014 are listed below, with the corresponding limit for 2013. (The source for these 2014 numbers is IRS Information Release IR-2013-86.) Elective […]

Read full story Comments are closed
thankfulness1

December Already?

Last week we celebrated Thanksgiving. My Thanksgiving was great! I spent a couple days preparing. By the time dinner hit the table, I had made enough food for an army. For some reason I seem to cook for twice the number of guests I’m expecting.  Perhaps this is a genetic transference as my Mom said […]

Read full story Comments are closed

This communication is strictly intended for individuals residing in the states of CO, CT, FL, MO, NC, NY, SC, TX, VA, WI . No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.