Hi Everyone
I hope you had a pleasant holiday season and are looking forward to 2010 with optimism and personal resolve to achieve your goals.
Hopefully, you have you taken some time to review your investment allocations for the coming months, and especially resisted the temptation to keep all your investable assets in money market accounts or bond funds. While this is a natural temptation given the markets in 2008 and half of 2009, it is not the right course of action for the long term investor.
Also, take note of the 2010 opportunity to convert Traditional IRAs to Roth IRAs – see “Retirement Issues to watch in 2010″ article. While each situation is different, this year is the time to consider the move given the elimination in Income Limits.
As always, give us a call if you need help with any financial issue. Also consider signing up for our My Financial Planner program.
Peter Owen