Introducing The United Perspective- First Quarter 2012 Newsletter
The Dilemma of Choice- As the First Quarter of 2012 has come to a close, we wanted to provide you our latest United Perspective commentary titled “The Dilemma Of Choice”. This quarter we discuss the choices we are faced with in the upcoming election and when making decisions about money, and the implications that our choices have for our financial lives in the future. Read More.
To view the brief thematic video newsletter presentation, click here.
Hot Topics
9 Tax Questions to Ask Your CPA or Financial Advisor- According to the Tax Foundation, the average American worked well over three months to pay last year's taxes. Yet most taxpayers would rather not dwell on the topic - they simply want their taxes done. However, posing a few more questions to your CPA or Financial Advisor during tax season could empower you to find and seize valuable benefits. Read full article here.
What's Your Money Mind™? Try our new Money Mind™ Analyzer now and take the first step to find out how your biases effect your decisions about money.
The New York Times features a revolution in financial advice. Read more.
Resources
Key Planning and Investment Deadlines, Spring 2012. Download this PDF of important tax deadlines and financial planning information for easy reference.
Mark Chmielewski CIMA®
Managing Director
Mark has worked in the Financial Planning industry for over 25 years. He attended the nationally renowned Wharton School of Business at the University of Pennsylvania and received the prestigious Certified Investment Management Analyst, CIMA® designation. He is on the Investment Oversight Committee for the City of St. Petersburg and also the President's Associates Board at Eckerd College.
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"Our job is to help our clients avoid big losses and protect profits. The problem is that many people lack a coordinated financial plan and are taking more risk than they need to. Part of our ongoing planning process, known as Honest Conversations, identifies your long term goals and provides unique solutions that manages your risk accordingly.
You can’t build a house without a well-thought-out blueprint. It is the same with your finances, which is where the Honest Conversations exercise comes in. I invite you to explore our website, get educated, and contact one of our experienced financial advisors to start planning your financial life today."
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