The Financial Advisor

April 9, 2008

April 2008 Newsletter

Filed under: Marketing — gsmorse @ 6:46 am

Refer a friend
April 2008


It’s Not What You Earn, It’s What You Keep
You work hard for your money. So why shouldn’t you try to keep as much of it for yourself as you can? Here are some ways to pay less tax and keep more of your hard-earned dollars.
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Coping with a Slower Economy
Forecasting the direction of the economy can seem easy compared with trying to figure out how to weatherproof your finances. It can help to understand some of the questions that many investors ask themselves if they’re concerned about the potential impact of slower growth.
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Retiring Overseas: A Passport to Adventure
For many people, the idea of spending retirement on a beach in Mexico or buying a daily baguette in a French village is what makes all those retirement plan contributions worthwhile. If you’re one of them, here’s a sampling of some of the issues to research before packing your bags.
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Ask the Experts: What can we learn from the subprime mortgage mess?
The collapse of the subprime mortgage market and the jitters it’s sending through the entire economy contain lessons for us all. Here are a few.
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Ask the Experts: When’s the best time to refinance my mortgage?
Any time you can refinance your mortgage to save money is a good time to contemplate doing so. Generally, there are two situations when it may be wise to consider this.
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The accompanying pages may include information regarding retirement plans, estate planning, business planning or a variety of other topics that involve tax and legal issues beyond the scope of Waddell & Reed’s area of practice and expertise. Such information is intended to explain or illustrate planning topics, options or strategies that you may wish to consider in advance of, or at the time of, seeking the assistance of legal and/or tax advisors in implementing your plans and should not be considered as an authoritative or comprehensive explanation of any of the particular planning topics, options or strategies described. The information in the accompanying pages describes the general aspects of various planning topics, options or strategies but does not necessarily address all the pertinent facts and issues of your personal situation.

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