December 2010 Trendline Financial Monthly

Trendline Financial Solutions

223 Parker Avenue
West Hempstead NY 11552
(516) 317 – 2860

Trendline Financial Monthly
  December 2010
Hi Everyone   - 
I hope you enjoyed Thanksgiving and are looking forward to pleasant time with Family and Friends this holiday season. The lead non-financial article is written by a very qualified associate of mine, Debi Silber, concerning a problem I always had while at work – how to eat correctly.
There are only several weeks left to do any year end chores – investment trades for tax purposes, deciding whether to include or defer income in December, if possible. Give some thought to what your 2010 tax return will look like if you did it today.
Make time in your busy schedules to spend quality time with family and friends - it’s important. I wish you all a very happy holiday and a safe, healthy and rewarding new year.
Peter Owen
How to Eat Healthy During Your Workday
By Debi Silber, MS, RD, WHC The Mojo Coach
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Cash-In Refinancing: Can You Benefit from This Growing Trend?
Mortgage interest rates are at or near historic lows, but stricter lending standards and declining home values have made it harder to refinance. Enter cash-in refinancing.
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Fixed Annuities vs. CDs: Is One Better Than the Other?
While some features are similar, fixed annuities and bank certificates of deposit (CDs) also have characteristics that differ. What works for you may depend on which of these factors best fits your financial situation and investment objectives.
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Can I buy collectibles in my IRA?
While it’s often stated that IRAs are prohibited from purchasing collectibles, in fact, that is not the case. However, it may not make good tax sense to do so.
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What is UBIT and does it apply to my IRA?
UBIT stands for “unrelated business income tax.” While not common, it can apply to your traditional (and Roth) IRA.
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Refer a friend
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, Franklin Square, Long Beach, Malverne, Mineola, Manhasset, Roslyn, Port Washington, Mattituck, Cutchogue


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