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Tuesday, February 07, 2012    
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Mortgage Forgiveness Tax Act expires 12/31/12

If you are a homeowner whose mortgage debt is partly or entirely forgiven during tax years 2007 through 2012, you may be able to claim special tax relief and exclude the debt forgiven from your income.  Click here to learn more about this special tax benefit which will expire at the end of 2012.

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Client Log In

    

 

Client Consolidated Statements and Reports

CLICK HERE to Log In and view a variety of Client Consolidated Statements, including transaction history, asset allocation and performance reports of your accounts through our office.  This link will automatically take you to: https://www.mainaccount.com/npc/Login.html.  There is no cost for this special service.

First time users or forgotten passwords, please contact us at 949-766-7808, toll free 800-350-1299, or email (nadine.lord@natplan.com) .

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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, member FINRA/SIPC.   Nadine is an independent life and disability insurance agent in the states of California (CA Life Insurance Lic # 0706223), as well as an Enrolled Agent, enrolled to represent Taxpayers before the Internal Revenue Service(IRS EA #89416).

Nadine M Lord CFP®
Investment Advisor Representative
Registered Representative
 
National Planning Corporation
member FINRA/SIPC
30021 Tomas Street, Suite 300, Rancho Santa Margarita CA 92688
 
Phone 949-766-7808
     Toll Free 800-350-1299
Fax 949-766-7809
 
 

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e-Document Suite

 Save a Buck and Go Green with Pershing?

If you have an account with our Clearing Firm/Pershing LLC and you’d like to get a better “handle” on the paper you receive? Well, here’s another reason whey you should consider going “paperless”.

Pershing has just announced that due to the rising costs and expenses related to creating and mailing brokerage account statements and trade confirmations, Pershing will begin to implement a surcharge of $1.00 for each paper brokerage account statement and trade confirmation sent via regular mail, beginning June 1, 2011.
 
If you would like to receive your Pershing Trading Accounts Statements on line at no additional cost, simply contact this office or visit www.myedocumentsuite.comto register.  
 
When a new Statement or Confirmation is available for you to view, simply click on the link provided in the email from National Planning/Pershing LLC. Type in your login and password that you created when you registered, and all of the information is transmitted in a secure format via the internet. Here you can view, save or even print the information provided.
 
If you are already enrolled, just visit www.myedocumentsuite.com to view, save or print your Pershing Account Statements.  If you receive a "lock out" message or need assistance, you can contact this office or our e-Document Support Desk toll free at 888-607-2658 (during business hours). 
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Website Link Disclosure

Website Links - Please note that the information being provided is strictly as a courtesy. When you link to any of the web sites provided herewith, your internet provider will open a new internet window to access the link above. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technology, sites, information and programs made available through this site. By clicking on the link above you will assume total responsibility and risk for your use of the site you are linking to.

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National Planning Corp

 Securities and investment advisory services offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser.  Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker/Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker/Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion.

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