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Greetings!
Welcome to the December 2006 edition of my newsletter.
In this edition I offer you two timely articles: one on Top Year End Investment Tips and one on 2006 Year End Tax Planning Tips.
In addition, I would like to pass on some information on my firm's Fee changes effective January 1, 2007 along with the latest Press coverage.
Happy Holidays and please do not hesitate to contact me if you have any questions or comments.
Sincerely,
George
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Top Year-End Investment Tips |
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Just what you need, right? One more time-consuming task to be taken care of between now and the end of the year. But taking a little time out from the holiday chores to make some strategic saving and investing decisions before December 31 can affect not only your long-term ability to meet your financial goals but also the amount of taxes you'll owe next April.
To read the whole article please click below:
Top Year-End Investment Tips
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2006 Year-End Tax Planning Tips |
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Recent legislation has modestly reshaped the tax landscape for 2006. New tax credits, AMT exemption amounts, charitable giving provisions, and "kiddie tax" rules are among the changes that present both an opportunity and a challenge for 2006 tax planning. But keep in mind that the window of opportunity for many tax-saving moves closes on December 31.
To read the whole article please click below:
2006 Year-End Tax Planning Tips
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2007 Fee Changes |
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Effective January 1, 2007:
One time Comprehensive Financial Plan: $2,000 - $6,000
Ongoing Full Service Wealth Management Services:
- Up to $1 Million AUM: 0.85%
- $1 to $2 Million AUM: 0.55%
- $2 to $5 Million AUM: 0.40%
- Over $5 Million AUM: 0.25%
AUM=Assets Under Management
The minimum quarterly fee is $750.
There is a suggested minimum requirement for new clients of $400,000 in investable assets or $150,000 in annual income.
Please note that I no longer provide hourly consultations.
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Press Coverage |
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- Extensively quoted in Ford World October 30 2006 issue "Life After Ford: Making hard, educated choices for a post-buyout future."
You can read the artilcle in PDF format by clicking here.
- Wrote article titled "Giving While Living, like Warren Buffett" in the December 2006 issue of the Ann Arbor Business Review.
You can read the artilcle in PDF format by clicking here.
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