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Trendline Financial Solutions Peter Owen, ChFP, CLU, FLMI, CRSP, CISP President 223 Parker Avenue West Hempstead NY 11552 (516) 317 – 2860 peter@trendlinefinancialsolutions.com www.TrendlineFinancialSolutions.com Refer a friend Trendline Financial Monthly December 2009 Hi Everyone,We wish you a very happy and safe holdiay season to you and your loved ones. Financially speaking, December (not April) is the time to review your 2009 tax situation and your investment portfolios for possible adjustments. Take a moment to concentrate on this NOW while you have time to act. Remember, December is your yearly Final Exam, April 15th is your Report Card. We are pleased to see that our My Financial Planner 24/7 Program is generating a lot of interest (see November Newsletter). If you need information on this program, drop us an email or visit our website at www.TrendlineFinancialSolutions.com – article is filed under Article Categories, Trendline Company News. Peter Owen ------------------------------------------------------------ Time to Consider Year-End Investment Moves Taking time to make some strategic decisions before December 31 can help keep your portfolio on track and potentially minimize your April income tax bill. More Details ------------------------------------------------------------ Retirement: Does Your Withdrawal Strategy Need a Second Look? In its simplest terms, a withdrawal rate is the percentage you withdraw from an investment portfolio in any particular year. However, in retirement income planning, what’s important is not just your withdrawal rate, but your sustainable withdrawal rate. More Details ------------------------------------------------------------ 2009 Year-End Tax Planning Considerations Here are some things to consider as you weigh potential moves between now and the end of the year. More Details ------------------------------------------------------------ Ask the Experts: What is a short sale? A short sale occurs when a mortgage lender allows a borrower (the short seller) to accept a sale offer that is less than (”short”) the balance due on the outstanding loan. More Details Ask the Experts: What is a deed-in-lieu of foreclosure? In a deed-in-lieu of foreclosure (often referred to as a DIL), a mortgage lender allows a borrower to sign the deed over to the lender in exchange for relief from the obligation to repay the mortgage. More Details ------------------------------------------------------------ The information in any newsletter or within the website should not be construed, in any manner whatsoever, as the receipt of or a substitue for personalized individual advice from Trendline Financial Solutions. Advice may only be given after client has received a copy of the Firm’s Form ADV on file with the New York State Dep’t of the Attorney General, appropriate Firm disclosures as required by Law, and entered into a Financial Planning agreement with the Firm. Trendline Financial Solutions is a Financial Planner Firm offering Financial Planning and Investment Management with offices in Southold, Great Neck and West Hempstead, NY, convenient to Garden City, Rockville Centre # # # Financial Planning firm located in West Hempstead, NY serving all Nassau and Suffolk counties and convenient to Garden City and Rockville Centre End
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