Upcoming Holidays

February 13, 2015

Hello everyone – well we all know what tomorrow is!! Right? (Hint-hint, in case you forgot!)

 

But instead of writing about how fortunate we are to be loved, I digress, and would like to point out that Monday is President’s Day! In honor of President’s Day, I thought it would be important to mention that President Obama’s new 2016 Budget Proposal is trying to find ways to balance the budget through taxes that might and will affect all of us in some way, if approved.

 

They will affect Life Insurance, Estate Taxes, Capital Gains Tax, and Retirement plans. Not all is bad though. Attached is a report I received from my local “financial advisor’s” association that will give you a better idea of what this proposal entails.

 

Happy Valentine’s Day and Happy President’s Day!

Thank you all, and “SAFE” investing!

Jim

 

Quote of the week:

“While money doesn’t buy love, it puts you in a great bargaining position.”

--Christopher Marlowe

 

Click here to read President Obama's 2016 Budget Proposal

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Hello everyone – well we all know what tomorrow is!! Right? (Hint-hint, in case you forgot!)

 

But instead of writing about how fortunate we are to be l...

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February 13, 2015

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