December Trendline Financial Monthly
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Refer a friend |
Trendline Financial Monthly |
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Hi Everyone,We wish you a very happy and safe holdiay season to you and your loved ones.
Financially speaking, December (not April) is the time to review your 2009 tax situation and your investment portfolios for possible adjustments. Take a moment to concentrate on this NOW while you have time to act. Remember, December is your yearly Final Exam, April 15th is your Report Card.
We are pleased to see that our My Financial Planner 24/7 Program is generating a lot of interest (see November Newsletter). If you need information on this program, drop us an email or visit our website at www.TrendlineFinancialSolutions.com – article is filed under Article Categories, Trendline Company News.
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.
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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
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