Hi, Josh. Here are your Articles for June 11, 2008.
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Rea & Associates, Inc. Announcements
Overcoming the Funding Conundrum: Retirement vs. College Savings
Life is a constant juggling act. Every day we juggle tasks, time, people and goals. This is especially true when it comes to balancing financial goals, whereby time is not the scarce resource, but money is. The future can seem especially daunting for young families balancing retirement funding goals and college planning for their children. When a dollar can only stretch so far, how can you effectively plan for both?
Your business faces risks everyday, and the success of your business depends on how well you identify and manage these risks. If you don't monitor and assess your risk, you need to start – and never stop.
Fall audit season is quickly approaching and now is the perfect time to start maintaining records for the auditors. Relieve some of the stress caused by the audit and get a jump start on the requested items.
We take great care in the preparation of our articles and announcements. We also have a process of reviewing articles when major changes take place. The business, legal and tax climate is constantly changing especially when reviewed on an industry basis.
It may be very important to consult with us or your Investment Advisor before implementing ideas contained in articles and announcements. Many ideas have complexities and nuances that cannot be adequately detailed in the articles or announcements. We are not responsible for errors, misinterpretations or omissions related to these articles or announcements. Nor are we responsible for the applicability to your personal, business or tax situation.
Pursuant to Circular 230 promulgated by the Internal Revenue Service, if this email, or any attachment hereto, contains advice concerning any federal tax issue or submission, please be advised that it is not intended or written to be used, and that it cannot be used, for the purpose of avoiding federal tax penalties unless otherwise expressly indicated.
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