campaigns : Campaign Archive

A New Year, a Fresh Chance for your Finances!

NEW FROM STREAMLINE: RECOMMENDED READING

Do you ever feel overwhelmed by financial information? Or do you want to know more about how your money works for you? We are proud to introduce our newest addition to Streamlineplanning.com, the Recommended Reading Page. It's our personal list of books that keep us up-to-date and informed on financial management. You can preview the books and even purchase the ones that best fit your interests.

In this newsletter, we'd like to recommend a book for those who have already retired, and also for anyone who plans to. The New Retirementality: Planning Your Life and Living Your Dreams....at Any Age You Want by Mitch Anthony offers a different way of looking at planning your retirement and making the most of it.

DEADLINE FOR IRA CONTRIBUTIONS

Attention all IRA holders: The deadline for contributing to your IRA is April 15th.

For 2007: Limit $4000 under age 50, Limit $5000 age 50 or over.

For 2008: Limit $5000 under age 50, Limit $6000 age 50 or over.
(if you are dollar-cost averaging, this is $416.66 per month, or $500/mo if over age 50)

Please contact our office and your tax advisor if you are eligible for contributing, and where you stand with the IRA limit.

PUTTING A FACE TO THE NAME

For those of you whom I haven't had the pleasure of meeting, hello! I'm Matt Lee, and I graduated back in May from Toby's alma mater, Wheaton College, with a degree in business and communications.

I thought I'd share a picture with you so you could know who you're talking to on the phone. I'm learning more each day, so don't hesitate to ask me your financial questions, I'm more than happy to help you.