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Redlig Financial Services

 Specializing in Accounting and Financial Services for those who need it most
Personal Finance News
January 2006

OUR GOAL:
Protect The Interests of You and Your Family by Providing Personal Financial Assistance

  This Month's Articles:

  • Are you Missing any Money?
     
  • Changes in Tax Limits in 2006
     
  • New Beneficiary Laws Take Effect in New York State on January 1st
    		•
    Are you Missing any Money?
    How many times have you said to yourself "I thought I had money due me but just aren't sure if you got it or forgot it?"  Well according to a recent poll, the number is now up to 48%.  Surveys vary by age and demographics, but the conclusion is apparent and consistent.
    more...
     
    Changes in Tax Limits in 2006

    As we usher in 2006, so goes changes in tax laws, and this year in no different than any other year, since tax reform seems to be a bleak topic on Capitol Hill.  There are lots of changes this year impacting gift and estate taxes and 401K limits.
    more...
     
    New Beneficiary Laws Take Effect in NY State on Jan 1st

    Finally, after years of lobbying by the securities industry and regulators, Governor Pataki signed legislation earlier this year that changes beneficiary laws on January 1st, making it easier for all New Yorkers.
    more...
     
    Success Stories

    Read our Testimonials on Using Real Life Innovation to Solve Family Money Management Problems
    Testimonial 1 Testimonial 2
    Services Provided
    (Requires Adobe Acrobat)

    Business Brochure

    Services Brochure
    Quick Links to Other Topics
    (Requires Adobe Acrobat)
    Identity Theft Prevention Guide

    The Importance of Credit

    Reverse Mortgage Information Guide

    Student Loan Tips

    Electronic Check Presentment

    Custodial Accounts - Pros and Cons

    Health Care Proxy Information Guide

    Introduction to the New Roth 401K Plan

    Alarming Credit Card Tricks

    Reevaluating Home Equity Lines of Credit

    Worry Free Wills and Trusts
    Professional Affiliations
    American Association of Daily Money Managers

    American Institute of Financial Gerontology

    National Association of Professional Geriatric Care Managers

    New York Geriatric Care Managers

    Alzheimers Association

    Central Westchester Geriatric Committee
    Evan M. Gilder
    Accountant
    Daily Money Manager
    Personal Financial Assistant
    (914) 946-7725 - work
    (914) 643-7394 - cell
     
    		 Westchester Office:

    40 Prescott Avenue
    White Plains, NY 10605
    (914) 946-7725    		 Long Island Office:

    22 Eaton Road
    Syosset, NY 11791
    (516) 935-3950
    Eliminating the Financial Burdens for the Elderly and Family Caregivers
    Please fell free to forward this newsletter or suggest additional recipients to us.  Personal Finance News  is for your free and unrestricted use; permission to reprint in whole or parts is granted provided appropriate credit is given to Redlig Financial Services.
     

    About Us

    		  

    Contact Us
    Westchester Office
    Phone:  914-946-7725

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