NEWSLETTERS
Our newsletter,
FAIR EXCHANGE,
is now available for download as a PDF file.
From Piggy Banks
to 529 College Savings
September 2006
(PDF 558KB)
There are four key areas to teaching children about money, and they start with a piggy bank at age 2 or 3. That also happens to be the same time you should consider a 529 College Savings Account.
House Hunting
and Mortgages
September 2005
(PDF 228KB)
There is more than physical locality to consider when purchasing a home or considering an acquisition for investment reasons. Please click on this edition of our newsletter to learn more.
Estate Planning
June 2005
(PDF 228KB)
Everybody has an estate. A common misconception is that estate protection is exclusively for wealthy people. Please click on this edition of our newsletter to learn more.
