Benchmark Bulletin – December 2012

December is fascinating when you think about it.  Shopping, holiday parties, more shopping, tieing up loose ends, making plans for next year and a little more shopping. We seem to get a heck of a lot done in December.  Although this is a time for giving, set aside a little time and mental “shelf space” – put some thought into what you want and need to do next year.We are truly fortunate for the relationships we have with our clients and value each and every one of you. Our sincerest thanks and warmest holiday wishes go out to you and your loved ones. Thank you for your continued trust and confidence.“This is my wish for you: peace of mind, prosperity through the year, happiness that multiplies, health for you and yours, fun around every corner, energy to pursue your dreams, joy to fill your holidays!”
— D.M. Dellinger

 

Estate Planning Issues for Unmarried Couples
There are several laws that are potentially beneficial for married couples that are not available to unmarried partners. That’s why it’s important to recognize the risks faced by unmarried partners and some alternatives to help deal with them.
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Healthy Personal Finance Resolutions for the New Year
The new year is a good time to make resolutions that pertain to the overall health of your personal finances.
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How to Give Wisely and Well
Giving to charity has never been easier, but with so many charities to choose from and so many ways to donate, how do you ensure that your donation is well spent? Here are some tips that can help you become both a generous and wise donor.
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What health-care provisions are effective in 2013?
With the Supreme Court’s favorable ruling on the constitutionality of the Patient Protection and Affordable Care Act (ACA), more of the law’s provisions will become effective in 2013.
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How does health-care reform affect women?
The Patient Protection and Affordable Care Act (ACA) potentially expands women’s access to health insurance and adds several reforms to the existing health-care system that are beneficial to women.
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This information is not intended to be a substitute for specific individualized tax or investment advice.  We suggest that you discuss your specific tax and investment situation with qualified tax and investment professionals. No strategy assures success.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing.
Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2012.