February 2011 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

Trendline Financial Monthly
  February 2011
Hi Everyone
Getting pretty tired of shoveling snow, but on the bright side it gives us indoor time to sit down and get the taxes done early. Read up on new items that may give you some additional deductions this year. There are plenty of articles on the internet so just do a Google Search for 2010 Tax Deductions.
The markets continue to baffle the Pros in that stocks keep going steadily up. All of the Pros I follow have been advising caution for  the past 6 months. Yet I would join them in advising caution. That does not  mean getting out, rather it means being defensive and logical in your approach.
As always, I am here to help if you need me.
Cheer Up – Spring is coming!
Peter Owen
Paying for Long-Term Care During Retirement
You may have planned for a safe and secure financial retirement, but a prolonged illness or injury can quickly deplete your retirement savings and affect the qualify of life for you and your spouse.
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Are We in a Bond Bubble?
Investors have been pouring money into bonds in recent years. So does that mean we’re in the bond market’s answer to the late-1990s tech bubble? The answer may lie in the reasons behind the increased demand for bonds.
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Retirement Plan and IRA Limits for 2011
Many retirement plan and IRA limits are indexed for inflation each year. Most of the limits for 2011 are unchanged from 2010.
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Understanding the math of recovering from losses
The math of recovering from a stock market loss isn’t symmetrical; you have to gain more than you lost to recoup all your losses.
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Are you sabotaging your own portfolio?
Many investors underperform the overall equity markets by buying and selling at the wrong times.
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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, Balwin, freeport, merrick, bellmore, wantaugh, massapequa, east meadow

 Serving the Following communities in Nassau County on Long Island:

Atlantic Beach
Bellerose
Cedarhurst
East Rockaway
Floral Park
Freeport
Garden City
Hempstead
Hewlett Bay Park
Hewlett Harbor
Hewlett Neck
Island Park
Lawrence
Lynbrook
Malverne
New Hyde Park
Rockville Centre
South Floral Park
Stewart Manor
Valley Stream
Woodsburgh		 Bayville
Brookville
Centre Island
Cove Neck
Farmingdale
Lattingtown
Laurel Hollow
Massapequa Park
Matinecock
Mill Neck
Muttontown
Oyster Bay Cove
Old Brookville
Sea Cliff
Upper Brookville		 Baxter Estates
East Hills
East Williston
Flower Hill
Great Neck
Great Neck Estates
Great Neck Plaza
Kensingston
Kings Point
Lake Success
Manorhaven
Mineola
Munsey park
New Hyde Park
North Hills
Old Westbury
Plandome
Plandome Heights
Plandome Manor
Port Washington No.
Roslyn
Roslyn Estates
Roslyn Harbor
Russel Gardens
Saddle Rock
Sands Point
Thomaston
Westbury
Williston Pk

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