We are getting close to the end of 2010.  Spring Break, Memorial Day, summer vacation, back to school, Thanksgiving, and here we are coming up on new years again.  You’ve made it.  

We have had some momentous occasions this year:

•    Passing of the Healthcare reform ENTITLEMENT act
•    Financial regulatory reform
•    Unprecedented spending in Washington and Raleigh
•    The Stealth Tax (inflation)

The markets are in a tailspin and more volatile than ever before.  I wonder why?

Nov 2, 2010 brought HOPE back to the capitals.   Will they continue to act like professional politicians, let’s hope not.

I do apologize about the morbid reality of this letter and would like to end this with a bright cheery smile.  I can’t.  

For many of you, the exposure to an already uncertain market is the thing of insomniacs nationwide. How do I protect my family from the Powers to be?

What steps can I take to reduce my exposure to practices without guarantees?

There are steps that can be taken and processes that can and will minimize the risk you are personally accepting.

The end of the year is the end of the Bush Tax cuts.  This will cost each of us more.  How much, remains to be seen.  

You rely on me to see reality and then present a solution that effectively avoids the financial negatives..  I take this responsibility seriously.

Planning for YOUR future is important.  This planning should begin with NOT losing the assets you have acquired over time.  Followed by growth.  How do you accomplish this?  

We need to talk.  Hopefully before the end of the year.

Call today to schedule as all schedules are pushed this time of year.