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Call For Free Advice

Members of the National Association of Personal Financial Advisors (NAPFA) will take your financial questions on Friday, January 30, from 9 a.m. to 6 p.m. eastern time. You can call 888-919-2345. I will be one of the members answering calls that day, so call in and say hello.

Many of you are worried about how to keep your cash safe while having money work for you. After having enough emergency cash reserves, you can spread cash around CDs, money market funds, treasury bills and my favorite- Treasury Inflated Protected Securities (TIPS). For more information on how TIPS work, see here-
http://tinyurl.com/33qbys.

Even your cash should be trying to get ahead of taxes and inflation so monitor that closely. I know it is hard in this low rate environment but there are good deals out there-be on the watch for them.

Speaking of low interest rates- I am looking into having my home reassessed lower to save on property taxes and got my eye out to refinance at a 4.5% 30 year fixed. Think I can do it? Stay tuned!

There's a lot of negativity out there so stick to your plan and be grateful for what you have...or contact me today to talk about a 8 session plan to-


*review your investments
*make the changes you need to get back on track
*give you the tools and education your need to keep your assets in the positive

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Fern Alix LaRocca CFP® EA
Wealth Coach  

http://www.boomerwomenretirerich.com
Work Less and Play More in the Second Half of Your Life

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News Flash! - I will be holding FREE teleclasses:

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November 2008-- this column is produced by Whole-Hearted-Way and provided by Fern Alix LaRocca CFP® EA


 

 

fern@wholeheartedway.com
P.O. Box 4067
Mountain View, CA
94040

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