PERSONAL
January 2008 - Kiddie Tax Moves into College Years
February 2008 - Income in Retirement
April 2008 - Coping with a Slowing Economy
June 2008 - Taxation of 529 Plans
July 2008 - It's Not What You Earn, It's What You Keep
August 2008 - Power of Dividends
September 2008 - Market Volatility
October 2008 - Sudden and Severe Market Volatility
These newsletters were prepared by Stage 2 Planning Partners. The articles and opinions expressed are for general information purposes and may not reflect the opinions of NFP Securities, Inc. They are not intended to provide specific investment advice or recommendations for any individual. All case studies and examples are hypothetical in nature. Actual results will vary based on your individual circumstances. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.
BUSINESS
January 2008 - Risk Management
March 2008 - Tax Planning and the Private Business Owner
March 2008 - Rob Slee: Get Strategic or Get Out
May 2008 - Investment Management
June 2008 - Box Management
July 2008 - The Case for Collaboration
August 2008 - Selling Your Business to Your Managers
September 2008 - Market Volatility
October 2008 - Clarity is Still Power
October 2008 - Sudden and Severe Market Volatility
These newsletters were prepared by Stage 2 Planning Partners. The articles and opinions expressed are for general information purposes and may not reflect the opinions of NFP Securities, Inc. They are not intended to provide specific investment advice or recommendations for any individual. All case studies and examples are hypothetical in nature. Actual results will vary based on your individual circumstances. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.