Obsidian Personal Planning Solutions:
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Get the latest updates from Wealth Strategies Group about financial planning, investments, financial education events and seminars, and financial news, so you will always stay informed and up to date. Sign up to receive our Newsletter below. Click on the links below to view past issues.
2015 Fall Financial Focus Newsletter
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2015 Spring Financial Focus Newsletter
Spring 2014 WSG Financial Focus
Fall 2013 WSG Financial Focus
Spring 2013 WSG Financial Focus
Fall 2012 WSG Financial Focus
The Fall issue of the WSG Financial Focus shows off our new design!
Spring 2012 WSG Financial Focus
WSG Financial Focus looks at the $26B Mortgage Settlement and what it means for the average homeowner. Other articles include information on the payroll tax cut, six good reasons for a mortgage refinance plus a look at why estate planning is so important.
Fall 2011 WSG Financial Focus
The Fall issue of the WSG Financial Focus looks at the volatile market and how some are seeing it as an opportunity to obtain quality stocks at attractive prices. Other articles include information on Estate Planning to do’s, the best and worst states for retirement and of course, Patrick Carroll’s comments on the state of the economy.
Spring 2011 WSG Financial Focus
WSG Financial Focus looks at the lates IRA changes in 2011, will they affect the way you save for retirement? Other articles include information on how long you should keep important documents, a look at the new estate tax laws and of course, Patrick Carroll’s comments on the state of the economy.
Fall 2010 WSG Financial Focus
WSG Financial Focus looks at the 2010 tax laws, where we stand in terms of changes, additions and amendments. Other articles include information on Long Term Care Insurance, wise estate planning and of course, Patrick Carroll’s comments on the state of the economy.
Spring 2010 WSG Financial Focus
Roth IRA conversions is the main topic covered in the Spring 2010 issue of the WSG Financial Focus. Facts about Medicare enrollment and tips for green investing are also featured.
Spring 2009 WSG Financial Focus
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Client Relationship Summary
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Securities offered through Triad Advisors, member
. Advisory Services offered through Obsidian Personal Planning Solutions, LLC. Obsidian Personal Planning Solutions, LLC, and Obsidian Personal Planning Solutions, Inc, are not affiliated with Triad Advisors.
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