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Integrated Wealth Management

Planning Newsletter - Oct 2012

  • You may want to wait to make any major tax planning decisions to see if the lame duck Congress can forge a compromise.

  • Consider accelerating income into 2012 at todays lower income tax rates.

  • Consider delaying deductions and expenses until 2013 when they may offer a bigger tax break.

  • Look into refinancing your home mortgage at record low interest rates.

  • Financial Alternatives, Inc. named a 2013 Five Star Wealth Manager.

Planning Newsletter - Oct 2012