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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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The Advisory Firm Newsletter:  December 2013

THIS MONTH IN PERSONAL FINANCE: charitable donations, muni bonds, out smart the retailers, long term care and negative interest rates?....

 

Here is your monthly recap of some blog posts over the past 4 weeks. Have a great Holiday season and Happy New Year.

Quick Retirement Assessment Report:

Are you on track for Retirement? Well for those of you that haven't taken the plunge and done a full financial plan, I have a free tool you can use to get a ballpark estimate.

Just follow this link and fill in some basic info to get your printable report:

Retirement Assessment

 

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Still time for Charitable Deductions:

There is still time to donate cash or items to Charities to get your deduction for 2013 taxes. On this blog post I outline just a few things to remember when donating to a charitable organization and the records you need to keep:

Here is the blog post to learn more: http://www.marriedtoamiser.com/?p=450

 

Tax Free Income with Municipal Bonds:

This year was tough on income investors and especially Municipal Bond investors. Muni's are federally tax free bonds issued by cities, counties and states. Many got beat up with the spike in interest rates that began in May, however it looks like it was overdone and there looks to be some real value out there.

Here is a link to read more: http://www.marriedtoamiser.com/?p=437

 

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An Article for every scrooge:

For all you last minute shoppers out there, here is an article that really resonated with me on how to outwit the retailers:

http://www.marriedtoamiser.com/?p=434

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Understanding the relationship between LTC and Medicare:

I know it isn't the season for getting into serious discussions, however this blog post tries to outline the basics of what Medicare covers in regards to a Long Term Care coverage. (hint - not much):

http://www.marriedtoamiser.com/?p=431

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A little conspiracy to chew on:

Normally I would not write a blog on such a far fetched idea, but it was mentioned enough times a few weeks ago that I took notice. So for all you that like to discuss the extreme financial measures our government could unleash, here is a doozie:

http://www.marriedtoamiser.com/?p=429

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James Daniel, CFP®

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The Advisory Firm, LLC provides fee-only financial planning services for clients throughout metro Atlanta and North Georgia including the communities
of Alpharetta, Canton, Cumming, Dawsonville, Duluth, Dunwoody, Marietta, Midtown, Roswell, and Woodstock.

This newsletter if for informational purposes only. The information contained within should not be considered as financial advice nor soliciation
for financial services. Consult with your financial professional if you have any questions. The Advisory Firm, LLC is a fee-only financial planning company and registered investment advisor.