We hope you enjoy receiving this newsletter. It is intended to complement and enhance the personalized service Wisdom Investments offers. The newsletter’s aim is to stimulate thinking about your personal finances by providing you with articles on a variety of financial topics. Obviously, not all articles will pertain to your specific situation. If you have any questions about a specific article please call so we can discuss its implications to your financial goals.
If you know of someone who might benefit from this newsletter, please share it with them. Feel free to call or email people you believe might enjoy receiving their own copy. Most people want assistance with their finances but don’t know to whom to turn. You may be doing them a favor by referring them to Wisdom Investments, especially if they have a financial change in their life such as:
• Marriage or engagement
• Pending divorce
• New baby
• New home
• Starting a business or profession
• Death of a family member
• Retirement
• Providing for a college education
• Job promotion
• Receipt of an inheritance
• Job loss
Additionally, if you have any comments or suggestions, please let us know.
Don’t forget to take advantage of our Roth IRA Conversion analysis. If you might benefit from a conversion, now might be the time to do so. Call for your appointment.
Thank you for your help! Enjoy the weather!!
