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Newsletter
Volume 3, Issue 1
January 2012 A Note From Tyler James Hello again, and Happy New Year to everyone!! I hope the holiday season was a pleasant one and there was plenty of time spent with family, along with rest and relaxation. Welcome to the first issue of the James Financial Partners 2012 e-newsletter series. Based on feedback and suggestions from readers over the last several months, we have decided that starting with this newsletter, we will be changing the frequency of them from monthly to quarterly. We feel that making this change will allow us to focus on providing very useful and appropriate materials since we will have more time to research and gather current information. Thank you to all who have communicated their opinions with us. 2011 was a record year for James Financial Partners. Thank you to all of you for your business and for your referrals. We could not have had our record year without you. We are projecting and working toward an even better year in 2012. As always, let us know if you have any questions or comments about any of the information contained in this newsletter. Have a great first quarter 2012!! Sincerely, Tyler
Looking Ahead in 2012 2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.
Tax Library Check out our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.
Estate Planning for Married Persons with Minor Children Married couples with young children are most likely busier today than they have ever been. With so many commitments many of them think they can’t fit one more thing into their schedule- certainly not estate planning. They also think you have to be “rich” to need estate planning. This article explains why taking the time to address your estate plan while you are young with few assets, is just as important as it is for Senior adults with lots of assets.
Variable Annuities and Your Retirement Strategy An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. If you are looking for a way to supplement your retirement income and defer taxes on investment gains, a variable annuity could play a key role in your retirement portfolio.
Giving Strategies That Can Give Back When making a substantial donation to a specific charity, you might consider trust strategies that may allow you to give generously while potentially benefiting yourself and your heirs. A good first step is to understand the basics. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.
Another Year, Another AMT Patch The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?
Return To Top Neither James Financial Partners DBA, its employees nor NYLIFE Securities LLC, or its affiliates render tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation. E/O/E M/F/D/V
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