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Dos and Don'ts ArticlesWith so many things to know, it's nearly impossible to stay up-to-date on the latest thinking in wealth management. To help, we publish monthly- sometimes weekly- articles on critical topics.
To make it easier to digest, we've boiled the most important actions into Dos and Don'ts articles (listed at the top of the table). We hope you find them helpful.
Dos and Don'ts Articles
| Date | Category | Title | Description |
| 5/30/2011 | General Planning | What to do when a family member dies | I have wondered if someone in my family dies, what are the steps I should take. Do you have a checklist that I could follow? |
| 5/2/2011 | General Planning | Aren't All Financial Planners the Same? | My wife and I are confused at the many professionals that are called Financial Planners. Aren't all Financial Planners the same? |
| ________ | __________ | ____________ | ______________________________________ |
| 4/15/2011 | Taxation | What About My Refund? | I have been told that I should spend my refund of $3,000 from the Federal and $1,000 from the State no. |
| ________ | __________ | ____________ | ______________________________________ |
| 4/5/2011 | Divorce Financial Analysis |
Avoiding Financial Surprises
During Divorce
|
Besides getting legal advice, what else do I need to know do while going through a divorce? |
Commonwealth Articles Archive
| Date | Category | Title | Description |
| ________ | __________ | ____________ | ______________________________________ |
| 3/29/2011 | General Planning | Spring Cleaning in Your Financial House | Spring has sprung, and now is a great time to clean up your finances. Even if you recently reviewed your finances as you prepared for tax season, there still may be some items that could use attention. |
| ________ | __________ | ____________ | ______________________________________ |
| 3/1/2011 | Taxation | Chocolate, Lions, and...Taxes | February may be best known as the month when Cupid takes center stage and early March for when the lion comes roaring in, but this time of year is also ideal for getting your tax documentation in order. |
| ________ | __________ | ____________ | ______________________________________ |
| 2/8/2011 | General Planning | De-Cluttering Your Financial Life | The New Year is upon us, and like many people, you've probably made—or thought about making—some resolutions. "Getting organized" is a common goal... |
| ________ | __________ | ____________ | ______________________________________ |
| 12/28/2010 | Taxation | Tax Relief Act of 2010 | The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 was signed into law on December 17, 2010. Here's a quick guide to the key provisions... |
| ________ | __________ | ____________ | ______________________________________ |
| 11/23/2010 | Taxation | Year-End Planning Can Take the Bite Out of Future Tax Bills | There's a reason to put tax planning high on your to-do list this year: The Bush tax cuts are set to expire at the end of 2010, and 2011 taxes could rise to as high as 39.5 percent on income and dividends and 20 percent on capital gains. |
| ________ | __________ | ____________ | ______________________________________ |
| 10/20/2010 | Business Planning | What Does the Small Business Jobs Act Mean to You? | This act is designed to provide improved access to financing, as well as tax incentives, for small business owners. How might it impact you if you don't own a business? |
Coming Up!
Join
us for our next wealth management session on "Retirement & Lifestyle Options: Dos and Don'ts." May 24, 2012 from 5:30-7pm. Sonoma, CA. Lunch provided!
Meyers Financial supports Chemo Caps for Kids,
a Commonwealth Financial Network program that provides hand-knit hats to children undergoing cancer treatment.
"You gain strength, courage and confidence by every experience in which you really stop to look fear in the face. You are able to say to yourself, 'I have lived through this horror. I can take the next thing that comes along.' You must do the thing you think you cannot do."
- Eleanor Roosevelt
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