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Now is the Time for Year-End Tax Planning
When most people hear the words "tax planning," they generally think of the April 15th deadline. However, did you know that year-end tax planning can provide important tax-saving opportunities? In fact, now is the time to consider how you should handle income and expenses for the rest of this year and even the next year.

As the year comes to a close, you should have a pretty good idea of what your income and deductions will be for the current tax year. In addition, results to date and projections for the balance of the year should enable you to make intelligent assumptions concerning income for the coming year.

It's never too early to begin thinking about your year-end strategy. Considering the complexity of tax rules and the possibility for more changes in our tax structure, the "end of the year" is now! Getting a jump-start may be the smartest tax move you'll make.

Copyright © 2008 -- Liberty Publishing, Inc. All rights reserved.
Jamie Jordan, CRPC
6255 Sheridan Drive
Suite 300
Williamsville, NY 14221
ph: 716.580.1135
fax: 716.626.9575
jamie.jordan@lfg.com

Dialogue with Jamie Jordan

Beginning in June 2009

A monthly conversation with my clients:

The 4th Wednesday of every month from 7:00-8:00 p.m. beginning in June 2009. Click here for details.

Are You Prepared For the Challenges of Retirement?

During these challenging economic times, you need to make sure you have a plan in place that will provide income for you regardless of whether the market is up or down. My financial planning practice is dedicated to helping you meet the five most pressing challenges in retirement:
  1. Where will your income come from?
  2. Will your income last your lifetime?
  3. Will you be able to maintain your standard of living?
  4. Purchasing power vs. market volatility - what is the best investment strategy for you?
  5. How will you cover rising health care and long term care costs?

Let me help you reach your retirement goals and maintain a high quality lifestyle.

To schedule a free consultation call (716) 580-1135 or, Click Here.

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Need advice about long term care insurance?

Find out if long term care insurance is right for you and your family. Learn what you need to know in a free consultation with an experienced professional.
  • To schedule a free long term care insurance consultation, Click Here.
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I welcome the opportunity to serve your Financial Planning needs. Please contact me with your questions Retirement Planning and Long Term Care Insurance or to schedule a free consultation. All inquiries handled with discretion and sensitivity. I look forward to serving you.

Jamie Jordan, Financial Planner
Chartered Retirement Planning Counselor
Phone: (716)580-1135
Email: Jamie.Jordan@LFG.com