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| Trendline Financial Monthly |
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Hi Everyone
By now you should have filed that tax return and are thinking what to do with the refund. Answer – PAY DOWN DEBT. Check the current interest rates you are paying on those credit cards – they are staggering, 16% – 24%.
Interest rates are going to rise, just a question of when. The Federal Reserve has been giving advance notice that it will happen, though maybe not until later this year. Most disturbing are reports I read showing people are piling their money into Bond Funds, presumably for safety. Remember, bond funds get hurt during periods of rising interest rates. Time to again review your asset allocation. We are here to assist if want help in your review.
Peter Owen
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529 College Savings Plans vs. Roth IRAs
After the 2008/2009 market collapse, some parents have opted to trade the tax benefits of 529 plans for savings vehicles that don’t have a “must-be-used-for-college” restriction. Just how does a favorite of the college savings world, a 529 college savings plan, stack up to a favorite of the retirement savings world, a Roth IRA, as an education-funding vehicle? |
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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, Floral Park, Manhassett, Roslyn |
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