Income Risk and Immediate Annuities

A few months ago, we discussed immediate annuities as a tool for protecting retirement income from market fluctuations. Today, we'll provide more detail on the ways in which immediate annuities can help you protect yourself from retirement income risk. Read on ...

Real, Real Returns

Simple calculations of real return can be misleading. A more accurate measure of real return should take fees, taxes on dividends, and capital gains taxes into consideration. This expanded view can have a dramatic impact on how you evaluate your investments. Read on ...

Exchange Traded Funds

Don't know about exchange traded funds? Here's a quick primer. Read on ...

Tips for Deducting Charitable Contributions

When preparing to file your federal tax return, don't forget your contributions to charitable organizations. Your donations could add up to a sizeable tax deduction if you itemize on IRS Form 1040, Schedule A. See helpful tips on maximizing your deductions straight from the IRS. Read on ...

Senate Approves Baucus Estate Tax Amendment

Changes to estate tax law are brewing in Washington. The approval of the Baucus Estate Tax Budget Amendment is an important new development. Find out how this might affect your estate taxes. Read on ...

New Premium Downloads

Download the latest additions of "premium" content for discerning investors:

IRA Reminder!!!

Don't forget. It's not too late to make a contribution to your IRA. You can contribute to either a traditional or Roth IRA until the April due date for filing your tax return for 2007.

Seminar Series Opens

The first of our 2008 Seminar Series, "Financial Defense Planning", was held on March 20, 2008. John F. DeMinico, CLU, regional vice-president of AIG/American General gave his presentation entitled "The Art of Universal Life" at the Birchwood Country Club in Westport, Connecticut.

We'll be finalizing the schedule for this year's remaining three seminars shortly.

If you are interested in finding out more about this outstanding series featuring industry experts, please call Jonathan Brochstein at (203) 319-9876.

Thank you.

We hope you find these and future newsletters helpful, and we would be interested to hear from you if you'd like to suggest a topic.

Thank you very much and best regards,

Jonathan E. Brochstein

Copyright Weston Wealth Strategies, LLC, 1465 Post Road East, Westport, CT 06880, (203) 319-9876
Securities offered through Investors Capital Corporation, (800) 462-4610, Member FINRA / SIPC
Advisory Services offered through Investors Capital Advisory, (800) 949-1422, 230 Broadway, Lynnfield, MA 01940
Weston Wealth Strategies, LLC is appointed and licensed to sell insurance in AZ, CT, DE, NY, NJ, CA, FL, ME, MA, OH, RI & SC
Weston Wealth Strategies, LLC is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC


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Income Risk and Immediate Annuities A few months ago, we discussed immediate annuities as a tool for protecting retirement income from market fluctuations. Today, we'll provide more detail on the ways in which immediate annuities can help you protect yourself from retirement income risk. Read on ... Real, Real Returns Simple calculations of real return can be misleading. A more accurate measure of real return should take fees, taxes on dividends, and capital gains taxes into consideration. This expanded view can have a dramatic impact on how you evaluate your investments. Read on ... Exchange Traded Funds Don't know about exchange traded funds? Here's a quick primer. Read on ... Tips for Deducting Charitable Contributions When preparing to file your federal tax return, don't forget your contributions to charitable organizations. Your donations could add up to a sizeable tax deduction if you itemize on IRS Form 1040, Schedule A. See helpful tips on maximizing your deductions straight from the IRS. Read on ... Senate Approves Baucus Estate Tax Amendment Changes to estate tax law are brewing in Washington. The approval of the Baucus Estate Tax Budget Amendment is an important new development. Find out how this might affect your estate taxes. Read on ...	New Premium Downloads Download the latest additions of "premium" content for discerning investors: Goldman Sachs: Cycles in Style Thornburg: A Study of Real Real Returns IRA Reminder!!! Don't forget. It's not too late to make a contribution to your IRA. You can contribute to either a traditional or Roth IRA until the April due date for filing your tax return for 2007. Seminar Series Opens The first of our 2008 Seminar Series, "Financial Defense Planning", was held on March 20, 2008. John F. DeMinico, CLU, regional vice-president of AIG/American General gave his presentation entitled "The Art of Universal Life" at the Birchwood Country Club in Westport, Connecticut. We'll be finalizing the schedule for this year's remaining three seminars shortly. If you are interested in finding out more about this outstanding series featuring industry experts, please call Jonathan Brochstein at (203) 319-9876. Thank you.
We hope you find these and future newsletters helpful, and we would be interested to hear from you if you'd like to suggest a topic. Thank you very much and best regards, Jonathan E. Brochstein
Copyright Weston Wealth Strategies, LLC, 1465 Post Road East, Westport, CT 06880, (203) 319-9876 Securities offered through Investors Capital Corporation, (800) 462-4610, Member FINRA / SIPC Advisory Services offered through Investors Capital Advisory, (800) 949-1422, 230 Broadway, Lynnfield, MA 01940 Weston Wealth Strategies, LLC is appointed and licensed to sell insurance in AZ, CT, DE, NY, NJ, CA, FL, ME, MA, OH, RI & SC Weston Wealth Strategies, LLC is appointed and licensed to sell securities and financial products in AZ, CT, NY, NJ, CA, FL, ME, MA, OH, & SC