| Trendline Financial Monthly |
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December 2010 |
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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
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| 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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