Your Financial Calendar
(Click here to contact Diane for a no-cost, no-obligation consultation.) January:* It's not too late to affect your April tax bill. Make plans now to explore your IRA options and perhaps make a difference in what you report to the IRS on April 15th. To learn more click here to contact Diane or call 617-585-4546. February: You can expect six more weeks of winter. Take advantage of the long, cold nights by reading our newsletters and viewing our e-seminars. For complimentary reading material call Diane at 617-585-4546. March: Time to think about investing for that summer vacation? The vacation that will not come to an end: Retirement. Don't delay. View Our Retirement e-Seminar. Call Diane today 617-585-4546 or click here to contact Diane.  April:* Is the TAX MAN taking too much of your business profits? You can invest in your business, your employees, and yourself and send less to Uncle Sam. Call Diane at 617-585-4546 or click here to contact Diane. May: School year coming to an end? Be sure your plan includes funding those
expensive college years! For information on a 529 CollegeFunding Program call Diane
at 617-585-4546 or click here to contact Diane.  June: Fixed Annuities vs. Variable Annuities: What are the differences and which annuity is right for you? Click on Annuities to the right of the page to learn more on Annuities or Call Diane at 617-585-4546 or click here to contact Diane. July: Life insurance is for the living. Help ensure that your family's dreams continue no matter what life has planned for you. Call Diane at 617-585-4546 for your quote today or click here to contact Diane. August: Who would pay the bills? Life is filled with the unexpected. Will your Disability Income Insurance Protection cover your expenses? Be prepared by calling Diane today at 617-585-4546 or click here to contact Diane. September: School's back! Your children are doing their homework. Are you doing yours? View Our Estate Planning e-Seminar. Call Diane for a Free Financial Profile at 617-585-4546 or click here to contact Diane.  October: Where is your money? What is the real return on your current investments? View Our Financial Management e-Seminar. Find out by calling Diane at 617-585-4546 or click here to contact Diane. November: To alleviate your fear of the unknown when purchasing Life Insurance, call Diane at 617-585-4546 or click here to contact Diane to simplify the complex. December: Schedule Your Annual Meeting! Preview your tax situation and be sure New Year's Eve is a time for celebration. Give Diane a call at 617-585-4546 or click here to contact Diane.
The following seminars can be scheduled for presentations to groups of twenty or more. Simply call Diane at 617-585-4546:
- Employment Transitions
Making Financial Decision During a Career Change
- College Funding
Investing in Your Children’s Future
- Retirement
Building a Comfortable Lifestyle for Tomorrow
- Investment Fundamentals
Five Myths and Truths of Investing
- Financial Management
Six Steps to Financial Success
(Click here to view our Electronic-Seminars.)
We look forward to meeting you soon!
* New England Financial and its affiliates do not provide tax or legal advice. Please consult your tax or legal advisor for such information.
|
