December 2009 Newsletter
September 2009 Newsletter
May 2009 Newsletter
In the May issue of my newsletter you will find helpful information if you own a small business, invest in bonds or certificates of deposits or make charitable donations. Equistar Newsletter 05-08
April 2009 Newsletter
In this latest version of my monthly newsletter you will get some helpful information on how you might get some benefit from this downturn. This is a good time to review your retirement plan to see if you need to make adjustments. For tax planning we look at strategies for dealing with worthless stocks and [...]
March 2009 Newsletter
Welcome to the first issue of our monthly newsletter. Each month we will attempt to keep you up to date on some timely issues about financial planning, tax, investing and other general things of interest about your financial life. In this issue we look not only at the current Estate Tax situation, but also some [...]