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APRIL 15TH IS JUST AROUND THE CORNER AND TIME IS FLYING BY.  TO ALL OF MY TAX CLIENTS A REMINDER TO GET YOUR INFORMATION TO ME ASAP.  INCLUDE ANYTHING YOU THINK MIGHT AFFECT YOUR TAX RETURN.

TAKING INTO CONSIDERATION YOUR CURRENT SITUATION MAYBE ADDING TO OR OPENING A 529 PLAN FOR YOUR CHILDREN OR GRANDCHILDREN OR A ROTH IRA COULD BE A SIZABLE TAX REDUCTION FOR YOU.  LET'S DISCUSS IT WHEN YOU COME IN.

IF WE HAVEN'T CONTACTED YOU CALL 765-675-8030 AND MAKE YOUR APPOINTMENT TODAY.

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Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

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