The Tax Man Cometh.

If you are planning last minute IRA contributions, be sure to check with the custodian or your advisor regarding the cut off date for receiving deposits. Better yet, do it now.

Enjoy your spring!

 David & Brian 

 

Our April Email Newsletter included the articles

  • Winning by Not Losing, by David M. Wheat
  • Women and Estate Planning
  • Inheriting an IRA – What You Need to Know
  • With mortgage rates so low, does it make sense to refinance?
  • If I owe more than my home is worth, will I be able to refinance?

Please click here to view our April 2012 Newsletter in it’s entirety.