“Susan On Money” for the Week of 12/29/2010

Hi Everyone, As 2010 comes to an end, I wish to remind you that 1099 and other year-end statements won’t be mailed out for several more weeks; however, gain/loss and cost basis type of calculations are easily handled on the investments we manage. If you want...

Susan On Money for the Week of 12/23/2010

During the holiday season, many questions came in regarding charitable giving. Americans really are generous and many of us don’t realize just how much we do give during the year. Charitable giving is an important part of your financial life and plans can be...

“Susan On Money” for the Week of 12/13/2010

Personal Risk The death of Elizabeth Edwards, aged 61 years, this past week brought personal risk to mind. Untimely loss of a loved one or public figure often does. I should know; I lost my mother when she was 60 also after a long struggle with cancer. Life is full of...

“Susan On Money” for the Week of 12/07/2010

It’s hard to believe we have only a few days left in 2010. The following list is comprised of things I feel most all of us should strive to get done before 12/31/2010. If you need assistance with any of these items, please let me know. Things To Do: 1) Know...

Susan On Money for the Week of 11/29/2010

World events of the past several days, including the conflict between North and South Korea and Ireland’s bailout, have brought forth more questions about bond market stability, the future of interest rates, and how income investors may fare. My thoughts: As...