The reviews are in – Bette Lynn did a great job at the July meeting

29 07 2011

“A very professional presentation by our baker-in-chief.”

“Was very valuable and I would be telling my clients about it.”

“The meeting ended with a round of applause.”

Here’s a recap of what she talked about …

  • financial planning as project management for your life: group dynamics (family decision making); goals (college, retirement); and gap analysis (what you have and what you need to reach a goal).
  • 6 areas of financial planning: cash flow, investments, retirement, taxes, insurance, and estate planning.
  • the uncertainty of inflation and taxes which we can’t control and procrastination, which we can. That led to a discussion about the effect of emotions on our decision-making.
  • tax diversification – having money in taxable and tax-free accounts, the only way we can protect against likely higher tax rates.
  • lumpy income and smooth expenses and how to synchronize them.

Securities offered through Sammons Securities Company, LLC, Member FINRA/SIPC.  Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.
65 New Street, Shelton, CT 06484 • 203-906-2424 • blpaez@sammonsrep.com

 

 


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