February 2009 |
Wednesday, February 18, 2009 |
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Your Financial Road Map
 Are you making progress toward your financial goals? Are your finances in order? Are you prepared for a financial emergency? If you're not sure, take time to thoroughly assess your finances so you have a road map for your financial life.
[FULL ARTICLE]
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Raising Financially Responsible Children
 It's not unusual to have concerns about the impact money may have on your children's lifestyles. Even beyond basic financial responsibility, you want to make sure that wealth does not remove your children's incentives to work hard, to pursue a meaningful career, or to care about other people. How do you help your children obtain the values you'd like them to have? Consider these tips.
[FULL ARTICLE]
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Asset Allocation Basics
 The theory behind diversification, or asset allocation, is to spread your investments across different asset classes to help protect your portfolio from downturns in any one asset. Diversification is a defensive strategy - it is meant to protect your portfolio during market downturns and to reduce your portfolio's volatility.
[FULL ARTICLE]
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How Retirees Can Protect Their Nest Egg
 While stock market fluctuations are painful for all investors, they are even more so for those nearing or in retirement. Investors who won't be retiring for many years have plenty of time for their investments to grow. Current and prospective retirees, however, may be concerned about how market fluctuations will affect their retirement plans. If you're looking for ways to help protect your nest egg, consider the following.
[FULL ARTICLE]
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Be Prepared for a Layoff
 In these economic times, job security is a notion from the past. All workers should be prepared financially for the possibility of a job layoff. Here are some tips to help with that process.
[FULL ARTICLE]
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Michael has been helping investors achieve their goals for the past eight years. He began his career with Fidelity Investments, and then in 2002 he launched his independent advisory practice.
Michael is among a select group of 150 investment professionals in the US to hold certifications in wealth preservation (CWPP) and asset protection (CAPP). Using this expertise, Michael helps our clients to minimize tax expense, protect their assets, and plan their estates with some of the most effective strategies available to investors and business owners anywhere today. He also holds Series 7, 63, and 65 securities licenses.
Michael currently resides in Prosper, Texas with his wife Barbara, and son Zachary.
Feel free to contact Michael via e-mail at
michael@selectwealth.net
or visit our Web site
www.selectwealth.net
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Published by Michael Sylkatis
Copyright © 2009 Integrated Concepts Group, Inc.. All rights reserved.
Securities and advisory services offered through VSR Financial Services, Inc., a registered investment adviser and member FINRA/SIPC. Select Wealth Management and VSR Financial Services are not affiliated companies.
Some information provided in this newsletter was prepared by Integrated Concepts. This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. Professional advisers should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material. |
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