Creve Coeur, has been addressing this topic all month and has two current video articles on “Preparing For The Fiscal Cliff”.
He is the pre-eminent Certified Financial Planner (CFP®) in the area because Asset Strategies Inc. is the oldest financial planning firm in the St. Louis, started in 1972, before Certified Financial Planning was branded as a financial/investment category.
One of the priorities Sheldon is advising people to do right now is carry over investment losses from this year until 2013 to benefit their IRA and 401(k) accounts.
Sheldon will tell why everyone should do this right now and it’s financial benefit to them.
What separates Sheldon from the field is that he is a CFP® and is regulated to the highest standard of accountability for investors. Sheldon has been a licensed CFP® for 30 years.
He excels at telling stories that are relevant and impact people regarding investment and finance. Sheldon is a featured columnist for The Patch in St. Louis (http://crevecoeur.patch.com/
Call Sheldon to schedule him to talk about this issue – he can be reached at 750-7816 (cell) or 432-0288 ext. 116 (office).