YOUR ANNUAL FINANCIAL CALENDAR
(Click here to email Diane at dagostino@baystatefinancial.com 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. 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?
Call Diane at 617-585-4546 or click here to contact Diane.
October: Where is your money? What is the real return on your current investments? 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!