Newsletter Publications

In a continuing effort to keep our clients informed about issues that are important, we publish a monthly newsletter designed to provided intuitive and informative information for their perusal. Our intent is to provide a quick synopses of specific topics in a clear and concise manner. We appreciate any and all feedback you have and welcome your suggestions for new topics of discussion.

Newsletters

2009 Newsletters:

June

July

August

September

October

November

December

2008 Newsletters:

January
February
March
April
May
June
July

August

September

October

November

December

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Worry Free Wills and Trusts Are there Gaps in Your Health Care Coverage Changes in New York Beneficiary Laws and Tax Limits for 2006 Are you Missing Any Money? Custodial Account Facts - What You Need To Know About Them New Law Keeps You Informed When Your Identity Has Been Jeopardized Are You Taking Advantage of All Your Medical Tax Deductions? Talk To Your Parents Before It's Too Late Are You Taking Advantage of the STAR Program Just What Do Geriatric Care Managers Do Anyway The Impact of the Deficit Reduction Act on Your Long Term Plan How to Save Thousands on Student Loans How The New Tax Bill Will Affect You New Medicaid Rules Require Proof of Citizenship Thinking of Replacing Your Computer....Think Again The Impact of the New Medicaid Five Year Look-back on Families Are Extended Warranties Worth The Cost The Consequences of Paying Somebody Off the Books College Tuition Rebates What is a Reverse Mortgage and Is It Right For You Are You Sitting on Expired Savings Bonds? Are Your Cherished Possessions Inventoried? The Hidden Costs of Owning a Home Tax Strategy For Reducing Your Estate The Identity Theft Thwarting Guide Higher FDIC Coverage for Retirement Accounts New 2007 Tax Laws To Be Aware Of What Happens When You Inherit a 401(k) Durable Powers of Attorney and Your Finances Do You Really Need to Keep All Of Those Papers? Stop Being Fleeced By Telephone Leasing Fees What's Involved With Estate Administration The Problem With Government Long Term Care Year End Tax Planning

This following documents in this section can only be viewed with Adobe Acrobat PDF. Click click on the Adobe Acrobat picture to download free PDF viewer to your computer:

Identity Theft Prevention Guide Electronic Check Presentment The Importance of Credit Custodial Accounts - Pros and Cons Reverse Mortgage Information Guide Health Care Proxy Guide Student Loan Tips Introduction to the New Roth 401K College Tuition Rebates Alarming Credit Card Tricks Reevaluating Home Equity Lines of Credit

If you have any comments on the newsletter or would like to suggest to us an important topic, please feel free to contact us.