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Why not grab a cup of coffee or tea and spend a few minutes with us brushing up on your finances? Plenty of resources and links are here to help you improve, preserve, or protect your hard earned money! And, our information is fresh, the born on date is clearly marked, unlike so many other stale financial sites that have out of date information. Enjoy! (You may need a pastry item too, once you get started!) |
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Updated:
01/15/2008
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What are the signs you may need a trusted financial advisor...and don't even know it? You may need a financial advisor now, if... ...you are not on your way to financial independence, but it is more like you feel stuck with financial "dependence" on credit cards. ...you are spending everything you are making every year, and sometimes even borrowing against your home to pay off your credit cards. ...taxes seem to be consuming a large portion of your annual income, and you have few credible ideas on how to lower them. ...debt is like a close relative in your household. Every time you turn around, you see more and more of him! (You are still in debt, besides your home mortgage, and you can't seem to pay down the credit cards to zero balances) ...you know you need some kind of will or trust planning document, and are concerned about the Terri Schiavo legal case which has prompted you to get a living will. But, you need affordable documents and general legal information in order to do something about it. ...an inherited IRA or any other inheritance is possible, imminent, or in your hands and you don't exactly know what to do with it and who to trust to help you. ...and lastly, you are wondering if your former employer's 401-k or 403-b retirement plan should be rolled over into an account in your name. Or you just retired and now face rollover or other retirement options, and you don't know for sure what to do. _____________________________________________________________________________ You can contact us about any financial question at: info@webfsi.com (If we can not answer it, we will try to give you direction for an answer or a referral) Or, for immediate service, call us toll-free at: 1-800-782-2806 (Outside the Metro-Phoenix Area) ** Financial Strategies, Inc. is an Arizona licensed certified legal document preparer firm (AZCLDP) and operates under license # 80738 |
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Procrastination Is Not Your Friend! Subject: Arizona Legal Documents Link: www.ArizonaLivingTrust.info Procrastination doing proper legal documents puts about 70% of Americans in their grave without ever drafting these important, relatively low cost estate planning instruments. Just by executing these documents, one could alleviated many expenses both before and after their death. But, they also can help drastically reduce the stress, pain, and suffering that remaining family and surviving heirs must endure because this important area of finance never got done! You can investigate this topic more, on our free information website now. Just Click Here, or on the picture to the left, or the link above. Is It Time To Find A New Home For Your Money? Subject: Preserving Your Capital Link: www.PreserveMyCapital.com There are a lot of dollars in the stock market. Yet, few understand the basic formula for the proper percentage that should be in the market. Just deduct your age from the number 100 and that will tell you the maximum amount of your investment portfolio that should be at risk in variable type investment products. Though there are exceptions for higher net worth clients, this rule is pretty close to what experts recommend. Yet, some risk all get hurt badly when the market falls. Or when brokers take advantage of them. Now, there is up to date information available to help those that have been burned by a broker! You can investigate this topic more, on our free information website now. Just Click Here, or on the picture to the left, or the link above. Inherited IRA Hell - Oh My! Subject: Inheriting A Large IRA Link: www.InheritedIRAHell.com No one wants to go there. Yet, many who inherit a large IRA from a non-spouse heir are finding themselves in IRA hell. The hot flames of excess income taxation are burning up needless money that could have been or should have been avoided. And, the biggest culprit isn't the company wanting your rollover (or the remains) to come to them. No, it is the current company and usually their broker or salesperson who pushes you into this very much avoidable tax trap! You can educate yourself if you have a large IRA or if you are the potential heir. New laws keep making it easier to stay out of inherited IRA hell. But, professional advisory is the key so you can understand and take action ahead of time to make sure you don't get burned! You can investigate this topic more, on our free information website now. Just Click Here, or on the picture to the left, or the link above. |
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And, be sure to come back and learn about our "Doctor Annuity" program coming up next... |
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Stock Market Making You Sick? It's only money. And, many watched for almost three years -- their money disappear out of their brokerage accounts and 401-k/retirement plans like never before. The 2000-2003 drop in stock market index values was an eye opener! Yes, a nice rebound has taken place, but do you have a security plan in place to keep from losing your gains....again? And with the current ups and downs going on in the stock market, have you checked to see if your losses exceed your gains lately? If you are shopping for an alternative to keep from losing your gains in the stock market and don't want to see your retirement years go up in smoke with a market crash right before your retirement date comes up - learn more about our new fixed annuity plans. They protect your principal from any further loss when held to maturity, give you some "bonus" money for expenses of transfer (or to entice you), and give you a chance to still earn from indexed options in the S&P 500* or the NASDAQ 100*. These options and products are great alternatives to having a sedative in one hand and a Pepto-Bismol bottle in the other - every time you hear that the stock market has dropped in price! Losing gains in the market can make you sick. If you have the symptoms of this illness...take a free walk electronic walk over to the office of Doctor Annuity right away: To visit the "Doctor", click here: (This site is for information and educational purposes) If you would direct annuity product information, this site will help you review the top products our firm offers: * These trademarks are those of the owners. Products are provided by insurance companies and are not sponsored by the respective index makers directly. l rights reserved. |
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We are proud to be Americans! God bless the U.S.A.!
Copyright © 2003-2008, Financial Strategies, Inc. |
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Welcome
to Financial Strategies, Inc. We are a long-term Arizona-based
financial consulting corporation that has strived for excellence in all client relationships for over
sixteen years! 
