March 2013

Repairing a Retirement Plan

Submitted by Weingarten Associates on March 24th, 2013

Forces beyond your control of any one person can send your hard-earned retirement up in smoke, as so many saw in the 2008 financial crisis. How can you repair the damage? One couple’s story shows how this can work.

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Year End Tax Planning Amid Possible Tax Reform

As many of you know there is much discussion in Washington these days about possible tax reform. I emphasize possible since nothing is definite and it may not be definite until after the first of the year.

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