Brought to you compliments of Sarah M. Place, MBA
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December 2006
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Thursday, September 9, 2010
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New Year's Resolutions
As the new year approaches, now is a great time to make a resolution regarding your financial affairs. STOP procrastinating and take control of your financial life. NOW is the time to review your current situation, to analyze your goals and objectives, to put together a net worth statement and a budget, and to set some new priorities. NOW is the time to review your life insurance policies, your investment and savings strategies, and your retirement and estate planning needs.
It is my goal to help you achieve your financial goals and objectives based on your priorities. Please allow me to help you by working with you on a new resolution to take control of your financial affairs. The earlier you start to implement a financial plan, the better off you could be in the future. Please call or e-mail me to schedule a time to complete a financial checkup.
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Protecting Your Earning Power
You probably have life insurance to protect
your family's lifestyle in case you die prematurely. But have
you considered how your family would cope if you were unable to
work for a lengthy period due to illness or injury? Many people
ignore disability coverage, hoping they won't be affected by a
disabling injury or illness.
[FULL ARTICLE]
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Coping with Long-Term-Care Costs
Life expectancies have increased significantly
and are expected to continue to increase in the future. As people
age, they are more likely to develop conditions that limit their
ability to live independently. However, it is estimated that only
5% of people between the ages of 45 and 64 have purchased long-term-care
insurance (Source: Employee Benefit News, January 1, 2006).
[FULL ARTICLE]
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When Should You Sell?
It's always difficult to determine the proper
time to sell a stock. What if you sell and the stock price increases
dramatically? Or what if you hold onto the stock and its price
declines? To help you decide when to sell, consider these signals.
[FULL ARTICLE]
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An Annual 401(k) Plan Review
At least annually, you should thoroughly
review your 401(k) plan. Some items to consider include...
[FULL ARTICLE]
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What Are ADRs?
American depositary receipts (ADRs) are
the form in which foreign stocks trade on U.S. stock exchanges.
An ADR is a negotiable certificate issued by a U.S. bank (the
depositary), representing shares of a foreign stock. The original
foreign stock certificates are owned by the bank and held in the
issuer's country.
[FULL ARTICLE]
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Sarah has over fifteen years experience in the financial services industry. She received her MBA at St. Mary's University Graduate School of Business in San Antonio, TX and her bachelor’s degree in Economics–Finance at Bentley College in Waltham, MA. The firm she founded, Place Trade Financial, Inc., (Member NASD, SIPC) is an active member of the Securities Industry Association (SIA).
Feel free to contact Sarah via e-mail at
sarah@placetrade.com
or visit our Web site
www.placetrade.com
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Published by
Sarah M. Place
Copyright © 2006 Place Trade Financial, Inc., Member NASD/SIPC. All rights reserved.
This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. The appropriate professional advisors should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.
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TELL A FRIEND
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