January 2011 Trendline Financial Monthly

Trendline Financial Solutions

223 Parker Avenue
West Hempstead NY 11552
(516) 317 – 2860

Trendline Financial Monthly
  January 2011
Hi Everyone, and a very Happy New Year to You All
I am very optimistic about the coming year. The Markets look like they will grow( with bumps of course), Family is healthy (I’m back in the gym), two vacations already planned for Spring and Summer, and business is growing as my company becomes known locally. I still see that many people continue to struggle financially due to the still slow job market. I am here to help you and your families whenever needed. Set your goals for the year, including much time for yourself and your family.
I started a new Blog unrelated to business about Long Island’s Wine Country. Visit the site to see if you like it. I would appreciate your Subscribing to the site by hitting the Button on the upper right side.    click here North Fork Living 
 Peter Owen
Five Hot Topics in 2011
Roth conversions, mortgages, and health-care reform were a few of the most talked about topics in 2010. Here’s a look at five topics you’re bound to hear about in 2011.
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Estate Tax Update
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 dramatically changes the federal transfer tax landscape. The estate and generation-skipping transfer taxes have been reinstated for 2010. For 2010 through 2012, there is an estate tax exemption equivalent amount of $5 million (indexed for inflation in 2012), and the top estate tax rate is 35%.
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First Milestones Mark Need for Financial Advice
A financial professional can prove to be a valuable resource to those just starting out. And, while there’s never a bad time to seek professional advice, early life-changing events make it especially important to take stock of your financial situation.
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Is buying a condo for my college student a good idea?
Many parents like the idea of buying a condo for their college student when they estimate the amount of money they’ll be paying for dorm rooms and off-campus apartments over several years. But, assuming your child is responsible enough to take care of a property, whether it makes financial sense to buy one depends on several factors.
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I plan to buy my child a condo for off-campus college housing. Is this purchase considered a qualified 529 plan expense?
Unfortunately, the purchase price of your child’s condo is not a qualified higher education expense for 529 plans under IRS rules. But a room and board allowance may be.
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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


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