October 2010 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
  October 2010
Hi Everyone
 I have been receiving requests for monthly articles on specific topics, such as Investing basics, My view of current market conditions, Where to find items… best CD rates or mortgage rates or  insurance. Some people have asked for more lengthy articles on selected topics.
So I want to ask anyone interested to email me and let me know main areas of interest. My issue is that any article needs to be of interest to all people who receive this newsletter.
I would like to hear from you.
As always, I am here to help with any financial concern you might have.
Peter Owen
Medicare Annual Enrollment Season Is Here
The annual enrollment period for Medicare runs from November 15 through December 31. During this period, you can make changes to your Medicare coverage that will be effective on January 1, 2011. Even if you like the Medicare coverage you already have, it’s a good time to explore your options, especially if your health or financial circumstances have changed.
More Details
They’re Baaack: RMDs for 2010
In response to deteriorating economic conditions in 2008, Congress waived required minimum distributions (RMDs) from IRAs and defined contribution employer plans for the 2009 calendar year. This allowed individuals to avoid having to deplete retirement plan assets while the value of those assets was suddenly depressed. But RMDs are back for 2010. Here’s how the rules apply.
More Details
Year-End Investment Planning Is More Challenging in 2010
Significant changes in the tax code scheduled to go into effect in 2011 could substantially alter the taxation of your portfolio. That could in turn affect whether your current investments will still be appropriate in the future.
More Details
What does a stronger dollar mean for my portfolio?
A stronger dollar can have a profound impact on the value of your portfolio, even if you don’t think you own any international investments.
More Details
Why should I care about Europe’s debt problems?
How is it possible for the debt of such a relatively small country as Greece to have such a profound impact on investments in a 401(k) plan a continent away?
More Details
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 and Rockville Centre.

 

 

Servicing all Nassau County villages:

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

Serving All of Suffolk County

Argyle Lake: A main attraction in the town of Babylon.

Comments

4 Responses to “October 2010 Trendline Financial Monthly”

  1. roclafamilia on October 21st, 2010 4:36 am

    Helpful blog, bookmarked the website with hopes to read more!

  2. potenzmittel on October 24th, 2010 10:45 am

    This weblog is superior it has got the entire points i sought after to speak about, it has fulfilled my wisdom, i just appreciated this weblog and that i wish to subscribe so can you please inform while your blog gets up to date and what?s the procedure to subscribe in details.

  3. Peter on December 12th, 2010 3:36 am

    Thx for the Comment. I just added a subscrption button to each post and page on my website cin case you care to follow any future posts.
    Peter Owen

  4. Peter on December 12th, 2010 3:37 am

    Thx for your Comment. I just added a subscrption button to each post and page on my website cin case you care to follow any future posts.
    Peter Owen

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