GETTING OFF ON THE RIGHT FOOT IN 2012

A look at some financial changes & the opportunities they may present. Presented by Gary Hutto Every year brings some financial change, so here are some relevant changes relating to investment, tax and estate planning for 2012. Retirement plans. 401(k), 403(b) and 457 plan annual contribution limits rise slightly to $17,000, and you can contribute [...]

SHATTERING THE MYTH THAT WOMEN AREN’T GOOD WITH MONEY

A cottage industry of condescending books doesn’t address the real issue. Presented by Gary D. Hutto Why do we cling to the myth that women don’t understand money as well as men? If you look at the personal finance books out right now, some of the titles might convince you that women need “special help” [...]

The Long View by American Funds

I just finished reading the April 2011 edition of The Long View from American Funds.  If you want a thoughtful and comprehensive analysis of the economy and it’s cycles, click here: http://image.eupdates.afd.com/lib/fecc157471650575/m/1/MFGEFL-409-0411P.pdf?et_cid=39457990&et_rid=1276097759 I would consider the above a “Must Read” for all long term, successful investors.  As you may know, American Funds is one of [...]

Happy New Year

We’d like to take this opportunity to thank all of our existing clients for their continued belief and confidence in us and wish all a very Happy and prosperous New Year! Thanks again. Sincerely, Gary Hutto