| Refer a friend |
| Trendline Financial Monthly |
|
|
Hi Everyone
The economy appears to be getting better, but peoples’ financial situations are not. The recurring theme of people I talk to centers on the amount of debt they have, their fear of going broke, and they want help in solving these problems while maintaining their current life style. Solving financial problems takes thought and planning, and a realistic assessment of the current situation and spending patterns. If you find yourself constantly thinking about your financial situation, it is time to review your own spending/saving patterns so that you know where your situation is going and you can enjoy the summer. Not knowing or ignoring the situation only serves to increase the amount of stomach pain you experience.
Peter Owen
|
 |
Evaluating Risk in Your Portfolio
As we were all reminded in 2008, returns aren’t the only factor you should consider when determining whether your portfolio is allocated appropriately. Also important is the level of risk you take in pursuing those returns. |
| More Details |
 |
How Much Life Insurance Is Enough?
Your life insurance needs often depend on a number of factors, including whether you’re married, the size of your family, the nature of your financial obligations, your career stage, and your goals. |
| More Details |
|
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, Manhassett, Roslyn |
|
