Be sure to check out this month's newsletter topics, like: How you should react to rising oil prices Growth vs. value over the years Expectations during retirement Emotions and investing If you have an IRA, you might find that converting to a Roth IRA now may save you thousands of dollars in taxes over the long run (even though it may not be a "fun" 2005 tax year).  Before you run out to convert your Roth, call us or, better yet, consult your tax advisor.  We can also help with which IRA might be best for you.

Don't foget you can access all of your investment accounts from this page.  You can now bookmark the "Account Access" page.

140 S. Commonwealth , Aurora, IL 60506
Phone: 630-844-8733 | Cell: 630-205-9786 | Fax: 630-892-8198
Email: toby@streamlineplanning.com | Website: www.streamlineplanning.com

Securities Offered Through QA3 Financial Corp. Member NASD/SIPC
Advisory services offered through QA3 Financial, LLC, an SEC Registered Investment Advisor
One Valmont Plaza, 4th Floor, Omaha, NE 68154 (402) 964-3702