April 2010 Trendline Financial Monthly

Trendline Financial Solutions
Peter Owen, ChFP, CLU, FLMI, CRSP, CISP
President
223 Parker Avenue
West Hempstead NY 11552
(516) 317 – 2860
peter@trendlinefinancialsolutions.com
www.TrendlineFinancialSolutions.com

Refer a friend

Trendline Financial Monthly

April 2010

Hi Everyone and happy Spring
So far this year I have been receiving a lot of inquiries about the My Financial Planner 24/7 Program. I developed this program based on the theory that most people do not need full Financial Planning services but rather having someone to turn to with financial questions involving everyday issues. That theory appears to be correct with clients asking questions about their bank’s procedures, should they buy a certain mutual fund, how to invest their “cash” safely, how to create a realistic budget, etc. Due to this interest, I am reprinting the description of My Financial Planner 24/7 Program in the article below for those who have not seen it.
As always, please feel free to call if you need help in any financial matter.
Peter Owen

My Financial Planner 24/7 Program
My Financial Planner 24/7 Program is designed to a low cost way of answering your financial questions. This may be recent divorcees who need to develop a budget, invest their assets or simply how to deal with their financial institutions. Or, it could be your parents are now coming to live with you, welcoming a new baby, pondering retirement, or any major life change.

More Details

	Back to Basics: Reviewing Your Budget Do you ever wonder where your money goes each month? Does it seem like you’ve gotten sidetracked when it comes to reaching your financial goals? If so, you may want to review and perhaps revise your budget. Doing so can help you determine how you’re spending your money, and that might show you what you need to do to get back on track.
	More Details

	Got Stock? The Long and Short of Capital Gains If you buy or sell shares of stock, you need to be familiar with the rules that govern the way capital gains are taxed. That’s because the amount you owe in tax can depend on a number of factors, including the length of time you hold the shares and the federal income tax bracket you’re in. Here are the basics.
	More Details

	Ask the Experts: Can I buy gold and silver in my IRA? Yes, but you’ll need to establish a self-directed IRA with a trustee/custodian who has experience with precious metals and is able to take physical possession of the assets.
	More Details

	Ask the Experts: Frequently asked questions about 2010 Roth IRA conversions Numerous questions have been raised about Roth conversions in 2010. Here are the answers to several of those most frequently asked.
	More Details

The information in any newsletter or within the website should not be construed, in any manner whatsoever, as the receipt of or a substitue for personalized individual advice from Trendline Financial Solutions. Advice may only be given after client has received a copy of the Firm’s Form ADV on file with the New York State Dep’t of the Attorney General, appropriate Firm disclosures as required by Law, and entered into a Financial Planning agreement with the Firm.

Trendline Financial Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY, convenient to Garden City, Rockville Centre, Floral Park, Manhassett, Roslyn