|
Client Consolidated Statements and Reports
|
|
|
 |
| Announcements - What's New. . .
|
|
|
|
|
50% Bonus Depreciation expires 12/31/08
Thinking of purchasing a new Automobile, SUV, Equipment or other tangible personal property for your Business in the near future? Then you might want talk to us about the increased Section 179 deduction, special 50% Bonus Depreciation, increased Depreciation for Passenger Autos and other special tax benefits on NEW tangible property that came out of the 2008 Economic Stimulus Act. But hurry, these special increases disappear after 12/31/08.
Contact us for more information and how you may qualify for this special Tax Benefit.
read more...
|
Veterans Pension Benefit
What if 33% of all seniors in this country could receive up to $1,843 a month in additional income from the government to cover their long term care costs? They can!
Under the correct circumstances up to 1/3 of all US senior households could be eligible: that is how many war veterans and/or their surviving spouses there are in this country. However, because this program is so unknown, only 4.7% of eligible veteran households are actually receiving benefits. This program is known as “Veterans Pension”.
read more...
|
|
|
|
|
| | Sun | Mon | Tue | Wed | Thu | Fri | Sat |
|---|
| 26 | 27 | 28 | 29 | 30 | 31 | 1
Watch for Client Calendars in the Mail
. | | 2 | 3 | 4
Daylight Savings Time Ends
(fall back) | 5 | 6 | 7 | 8 | | 9 | 10 | 11 | 12 | 13 | 14 | 15 | | 16 | 17 | 18 | 19 | 20 | 21 | 22 | | 23 | 24 | 25 | 26 | 27
Thanksgiving
. | 28 | 29 | | 30 | 1 | 2 | 3 | 4 | 5 | 6 |
|
|
|
|
|
| Personal Investment Management
|
|
|
|
|
An independent and happy retirement doesn't just happen. For most of us, it takes a tremendous amount of planning and preparation - from the time you first enter the workforce. Retirement is not to be taken lightly. It's certainly well-deserved; after years of hard work, perhaps sacrifice, you've earned the right to enjoy yourself. You might be thinking about estate planning at this point in your life, and how to best live off the assets and principal you've accrued from your years of saving and investing. We can help guide you through this important and exciting time of life.
Improving your tax and financial position often takes expert guidance from a tax and investment professional. Specializing in personal tax and investment management for the conservative investor, Nadine M. Lord and her staff are here to help you. Nadine Lord, is located in Southern California and has been a firm believer of the financial planning concept since she opened her financial planning practice in 1983. She is a Certified Financial Planner Practitioner™, Investment Advisor Representative and Registered Representative with National Planning Corporation. Nadine is an independent life and disability insurance agent in the states of California (CA Life Insurance Lic # 0706223), Oregon (OR Life Insurance Lic # 737955), Nevada (NV Life Insurance Lic #46096), and Arizona (AZ Life Insurance Lic # 54598), as well as an Enrolled Agent, enrolled represent Taxpayers before the Internal Revenue Service(IRS EA 2008-89416).
Investment Advisor Representative
Registered Representative
National Planning Corporation
30021 Tomas Street, Suite 300, Rancho Santa Margarita CA 92688
Phone 949-766-7808
Toll Free 800-350-1299
Fax 949-766-7809
|
|
 |
|
|
|
|