Financial Advisor | Financial Planners

Financial Planning

480-836-2326

  • Home
  • About Susan Linkous
    • Mission Statement
    • Susan’s Corner
    • Industry Awards
  • Services
  • Blog
  • Financial Reviews
  • Legal Docs
  • Contact Us
  • Account Login
You are here: Home / Blog / Cooperation – “Susan On Money” for the Week of 10/17/2012

Cooperation – “Susan On Money” for the Week of 10/17/2012

October 18 By Linkous Group

Weekly Quote

“People don’t have to like or support you, so you always have to say thank you.”

~Ruben Studdar

Hi Everyone,

Playing well with others can be a challenge for us all. As 12/31 approaches, I encourage putting energy into the following cooperative efforts.

~Susan R. Linkous

International Monetary Fund

The Fall meeting of the IMF took place recently in Tokyo. I can’t remember the last time, summations of these discussions were upbeat and, although not as bad as some, this one did have a clear concern.

Countries must cooperate and coordinate their efforts when tackling economic challenges. A global economy demands it and a slow down can occur without it.

This lack of cooperation is likely to be felt everywhere but of particular concern right now are the euro zone, India and Brazil.

Let’s keep up on the decisions and policies that impact us as global citizens.

~Susan R. Linkous

End of Year Planning

Before 12/31, every investor should have a meaningful conversation with their advisor regarding end of year planning.

Focus on:

~Estimated taxes paid versus what’s likely due
~Decision on when to take gains, losses or both
~Fiscal cliff concerns and what might make sense for you
~Retiree income planning for 2013
~Retirement plan contributions and structure
~Market conditions and your expectations

Required Distributions

If you own an IRA and are over 70.5 years of age, please make certain to take your required minimum distribution. Most of my clients will receive theirs in October but, if any doubt exists, please check with me. The penalties are high for missing this requirement.
***
Until next week,
Susan

Filed Under: Blog

Search

Contact Us

    Your Name (required)

    Your Email (required)

    Your Phone

    Your Message

    captcha

    Verification (type 4 digit code shown above)

    Blog Archives

    • May 2022
    • April 2022
    • March 2022
    • January 2022
    • November 2021
    • March 2021
    • December 2020
    • March 2020
    • February 2020
    • January 2020
    • February 2019
    • October 2017
    • May 2017
    • March 2017
    • December 2016
    • October 2016
    • June 2016
    • May 2016
    • March 2016
    • January 2016
    • December 2015
    • November 2015
    • September 2015
    • July 2015
    • June 2015
    • May 2015
    • April 2015
    • March 2015
    • February 2015
    • January 2015
    • December 2014
    • November 2014
    • September 2014
    • August 2014
    • July 2014
    • June 2014
    • May 2014
    • April 2014
    • March 2014
    • February 2014
    • January 2014
    • December 2013
    • November 2013
    • October 2013
    • September 2013
    • August 2013
    • July 2013
    • June 2013
    • May 2013
    • April 2013
    • March 2013
    • February 2013
    • January 2013
    • December 2012
    • November 2012
    • October 2012
    • September 2012
    • August 2012
    • July 2012
    • June 2012
    • May 2012
    • April 2012
    • March 2012
    • February 2012
    • January 2012
    • December 2011
    • November 2011
    • October 2011
    • September 2011
    • August 2011
    • July 2011
    • June 2011
    • May 2011
    • April 2011
    • March 2011
    • February 2011
    • January 2011
    • December 2010
    • November 2010
    • October 2010

    Copyright © 2022

    The Linkous Group, Ltd. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where The Linkous Group, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by The Linkous Group, Ltd. unless a client service agreement is in place.

    Check out your broker with BrokerCheck ,  Susan Linkous, CRD #2938653 brokercheck_logo-new