I hope this newsletter finds you well, relieved that once again tax time came and hopefully went without too many surprises, and looking forward to summer!
Each of us has a financial picture, some of which is common to our friends and family, but we always have our unique goals, timeframes, and concerns. This is what I enjoy about working with each of my clients. What is the right answer and
or points to consider to their individual questions and circumstances? It is not always the most obvious solution. This is why, I have chosen to use this newsletter format to showcase educational information which covers different aspects of people’s financial lives.
I would love some feedback about it. Would you like to receive this newsletter in paper form by snail mail? Would you like it monthly or quarterly? Is there other information that you’d like in a newsletter? How can I make it more valuable to you?
Look forward to hearing from you!
Pam
Contents include:
:: Six Potential 401(k) Rollover Pitfalls
:: Nearing Retirement? Time to Get Focused
:: What’s New in the World of Higher Education?
:: How long should I keep financial records?
Read and download Pam’s May 2016 Newsletter here>>
To sign up, send Pam an email with “newsletter” in the subject line.
