Solomon Financial Advisors

April Newsletter

travis — Mon, 02 Apr 2012 21:04:57 +0000

April is here and it is time for another newsletter. This month we will explore the repercussions of the failure of the debt “supercommittee” for the year 2012 and 2013. This debate is not over and will most assuredly appear once election debate between both parties heats up. Other articles in this month’s newsletter discuss non-equity alternatives to rock bottom yields, strategies for asset protection beyond life insurance, and descriptions for an e-closing as well as tips for going paperless at home. You may click here to view a PDF of the newsletter or view an individual article by selecting it from the list below.

What’s Driving Oil Prices Up?

travis — Thu, 08 Mar 2012 16:17:35 +0000

As gasoline prices spike and analysts discuss the possibility of $5-a-gallon gas, many headlines are offering a simple explanation: ““Fear of Iran is inflating gas prices.”¹

It seems logical enough to link the recent run up of oil and gasoline prices to the tensions that are rising to a boil in the Middle East. The nation at the center of the conflict, Iran, is … continue reading

February Market Update

travis — Thu, 08 Mar 2012 16:01:11 +0000

Click here or click below to view a market update for the month of February.

March Newsletter

travis — Wed, 29 Feb 2012 18:12:31 +0000

March is here and with this being an election year we are becoming inundated by election coverage. One of the main hot topics for the presidential candidates will be their tax policy. In the March newsletter, you will find an article that dissects the tax terminology. This will assist you in being informed when it comes time to cast your vote.

Other articles in this month’s newsletter discuss investing in a low interest rate environment – one we currently find ourselves in, beneficiary IRAs and what you need to know if you find yourself as the beneficiary of an IRA, and lastly but certainly not least we discuss credit card debt and debt in general. You may click here to view a PDF of the newsletter or view an individual article by selecting it from the list below.

January Market Update

travis — Mon, 06 Feb 2012 23:20:49 +0000

Click here or click below to view a market update for the month of January.

February Newsletter

travis — Mon, 06 Feb 2012 23:03:54 +0000

We are already in February of 2012 (yet it feels like March/April). We here at Solomon Financial wanted to provide you with a newsletter that discusses mortgage rates, tax considerations for 2011, retirement plan limits, and market volatility. Click here to read all articles or select a specific article from the list below.

What to Do With Leftovers in 529 Plans

travis — Mon, 06 Feb 2012 22:38:30 +0000

Most parents worry about not having enough money in their 529 savings plans to pay for their kids’ college expenses. But sometimes you can end up with more cash in these accounts than you need—if, say, a child doesn’t go to college or attends a state school rather than a private university.

What then? … Continue reading

Investor Alert Video: Federal Income Tax Landscape 2012 & 2013

travis — Thu, 12 Jan 2012 21:04:34 +0000

6 Steps to Hiring a Financial Planner

travis — Thu, 12 Jan 2012 15:38:44 +0000

Resolved for the New Year: I will not make a financial plan for my future in 2012. That’s the disturbing finding of a survey showing that 80% of Americans won’t focus on financial planning this year–the highest percentage found since Allianz Life Insurance of North America started asking about this three years ago in an annual New Year’s resolution survey.

Why? … Continue reading

2011 Annual Market Review

travis — Thu, 12 Jan 2012 00:01:11 +0000

2011 has ended and 2012 is well underway. 2011 brought with it a Japanese earthquake accompanied by a devasting tsunami, a bitter debt ceiling debate in Congress, the downgrading of the US credit rating, the European debt crisis and fears of a double-dip recession. As we know, the preceding events were not taken lightly by the market. Follow the continue reading link for a video summary of markets in 2011. Continue reading →