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5 Financial
Planning
Dos and Don'ts
During these uncertain economic
times, financial planning has become a challenge. Here
are a few financial planning suggestions that can add to your
peace of mind about financial matters and simplifying your
life:
-
At least once a year, write
down your investment goals and what strategy you
will use to reach them. This will keep you focused.
-
Instead of giving money to many
different charities, pick a few that are important to you,
and give them a larger amount. This type of directed giving
not only makes more sense, but will make it easier to track
your donations at tax time.
For the other 3,
click
here or go to our
Newsletter section on our web site at
www.eSullivan.net or
call me, Paul Sullivan, at 310-657-8080 Extension 102.
Is 2010
The Year to
Update Your Estate Plan?
Generally speaking, your estate
plan should be reviewed every two years to determine
whether it needs to be changed or updated.
Additionally, if any of the
following events occur, you'll probably need to update your
estate plan (i.e., your will, health care documents,
powers of attorney, life insurance coverage, and post-mortem
letters).
For the STEPS you need to take
if one of these happen,
click
here or go to our
Newsletter section on our web site at
www.eSullivan.net or
call me, Paul Sullivan, at 310-657-8080 Extension 102.
Would You
Give Us a
REVIEW
on The Internet?
More and more people turn to the
Internet to find supplies, vendors and even accountants to use
and hire. You probably use Google or another search
engine to do the same in your business.
One way to HELP yourself to be
'found' is to have your clients, customers or patients give
you a REVIEW on one of the popular review sites online.
More reviews encourages search
engines to push your local listing to the top of the page
where people will more likely click on it.
We're doing the same here at
Sullivan & Company and would like to
ask you to give us a review on our Google Maps listing.
Just click on
this link and review us on our Google Local Listing.
And if you haven't yet, please give us a testimonial or
feedback on our performance. It only takes 60 seconds.
Just dial 800-609-9006
extension 9006 and follow the instructions.
Call our offices if you have any
questions about these or any other accounting related issues, at 301-657-8080.
Regards, Paul Sullivan, CPA |
