February 2010 Trendline Financial Monthly

Trendline Financial Solutions
223 Parker Avenue
West Hempstead NY 11552
(516) 317 – 2860
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Trendline Financial Monthly
  February 2010

Hi Everyone
I am already getting sick of Winter and the Ground Hog projection did not bode well last week. On the positive side, did you notice how much later sundown is each day?
The Markets are quite interesting right now. Good economic reports vs. high unemployment and exacerbating this is Washington’s spending, controlling and blaming. This is the time for maintaining discipline in your investments and trying to keep emotions out of the process.
It is Tax time, so read up on all the 2009 tax changes and look for those deductions.
This month I will be starting to teach Adult Education financial courses at various school districts on Long Island. Hope to see you there. Let me know if you want my teaching schedule.
Peter Owen

Four Money Mistakes You Can Learn From
It’s hard to know when the economy will truly recover, although there are signs that things are headed in the right direction. But if you want your own finances to stabilize over the long term, you’ll need to evaluate what you’ve been doing right … and wrong.
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College Debt: How Much Is Too Much?
According to a recent survey, the confidence of parents in their ability to save for college dropped significantly over the past year. That’s not entirely surprising, considering the economic climate. The trend of not saving enough makes families heavily dependent on borrowing to fund college.
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Hardship Withdrawals from 401(k) Plans
In these challenging economic times, you may be considering taking a hardship withdrawal from your 401(k) plan. Here are some points to think about before you pull the trigger.
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Ask the Experts: What’s an exchange-traded fund?
Like a mutual fund, an exchange-traded fund (ETF) pools money from investors to buy a group of securities.
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Ask the Experts: How can I use exchange-traded funds?
There are many ways an exchange-traded fund (ETF) can be used to help round out or supplement an existing investment portfolio.
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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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