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 Diane T. McIntee,
CFP®*+
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 Jay Stobbs, CFP®*+
COL (R), US Army
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400 Millstone Drive, Suite 202
Hillsborough, NC 27278
(919) 933-9019 · Fax (919) 640-8676
www.optimaasset.net
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Up Front, Quick Hits, and Snap Shots
52 million: Number of American adults with household incomes between $50,000 and $250,000 who do not have life insurance coverage.
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Keeping an Eye on ETFs
Exchange-traded funds (ETFs) have grown in popularity since they were introduced in 1993. There are now over 1,100 ETFs available, with combined assets of more than $1 trillion.
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Protection When You Can’t Work
When you’re feeling healthy and strong, it may be difficult to imagine the possibility of being unable to work due to an illness or injury, but the statistics might surprise you.
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Tax Changes for 2012
Mandatory annual inflation adjustments generally affect federal income tax brackets, retirement plan contribution limits, and exemption levels from year to year.
Read More>>>
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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 H.D. Vest Investment ServicesSM, Member SIPC. +Advisory Services offered through H.D. Vest Advisory ServicesSM
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 (972) 870-6000
Optima Asset Management, LLC is not a registered broker/dealer or independent investment
advisory firm.
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