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 Steve Purdy
CLU, ChFC, CLTC
President
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90 Whitewood Road • Suite 1 • Charlottesville, VA 22901
(434) 979-7588 • Fax (434) 979-7580
Email: steve.purdy@innovativeinsure.com
www.innovativeinsure.com
Terry Addington, Customer Service Rep.
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Up Front, Quick Hits, and Snap Shots
56%: Percentage of Americans who say they do not have a household budget or track their expenses
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Building Your Own “Pension”
Pursuing a guaranteed retirement income can be challenging today. Traditional pension plans once provided a steady income for many retirees, but the number of companies offering these plans has declined dramatically, from more than 112,000 in 1985 to less than 26,000 in 2011.
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Time to Evaluate Your Portfolio
When preparing your taxes, you may have reviewed your portfolio, but did you evaluate whether it’s working to help you pursue your long-term goals? If not, this might be a good time to take a closer look.
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Keeping Current with Currency
More than 84 billion electronic payments were processed in the United States in 2009. However, paper money is likely to play an important role in everyday finances for a long time.
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The information contained in this
newsletter is not intended as tax or legal advice, and it may not be relied on for the
purpose of
avoiding any federal tax penalties. You are encouraged to seek tax or legal
advice from an independent professional advisor.
The content is derived from sources
believed to be accurate. Neither the information presented nor any opinion expressed
constitutes a solicitation for the purchase or sale of any security. This material was written
and prepared by Emerald.
Copyright 2012 Emerald Connect, Inc.
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*Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC, MSRB
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