June 2011 - Newsletter




Tax Smarts: Put Your Refund to Work for You!
According to 2011 IRS filing statistics, the average tax refund this year will be about $3,000 – enough to make some positive changes in your finances if you choose! Read more




Money 101: Liquidity
Financial liquidity refers to how easily assets can be accessed and turned into cash ... money that can be used easily and quickly. Read more




Q&A: The price of Gas and the Economy
Soaring oil prices are on everyone's mind these days. Here's a look at what's behind the rise in prices and how they impact the economy.   Read more



Retirement Strategies: Does a Roth IRA Make Sense for You?
To convert or not to convert ... that is the question. With apologies to Shakespeare, the IRA vs. Roth IRA debate is certainly a big question for retirement savers.  Read more

    

Dashboard Indicators: Are Your Finances Sputtering or Speeding?

Not checking up on your personal finances is like driving a car without a dashboard – you don't know how fast you're moving, how much fuel you have or how far you've gone. Read more

 

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