The Biggest Mistake by Taxpayers This Time of Year ~ Cory Burnell, CFA
Posted by: thepinetree on 04/11/2016 07:57 PM
Valley Springs, CA...It's time again to file tax returns and suffer the burden that is INCOME TAX. If your Adjusted Gross Income is over $36,841 (as of 2013 data), you are among the half of Americans who pay more than 97% of the federal income taxes collected*. So what can you do to keep more of your hard earned money in your pocket rather than Uncle Sam's? It's really simple, but likely you forget to do this most years. In fact, it's the most common mistake I see as a financial advisor every year: failure to shift savings into an IRA.
Wine and Investments Workshop in Murphys On March 30th...Only 10 Spots Still Available
Posted by: thepinetree on 03/28/2016 07:16 PM
Murphys, CA...Join BluePrint Asset Management for a complimentary evening of wine and appetizers at the Historic Murphys Hotel on March 30th. You'll enjoy fun conversation, fantastic wine and food, and useful financial information no one has ever told you before.
Wine and Investments Workshop in Murphys On March 30th
Posted by: thepinetree on 03/08/2016 11:15 AM
Murphys, CA...Join BluePrint Asset Management for a complimentary evening of wine and appetizers at the Historic Murphys Hotel on March 30th. You'll enjoy fun conversation, fantastic wine and food, and useful financial information no one has ever told you before.
Three Winning Tickets Sold For World Record Jackpot! One Calaveras Ticket Was So Close...
Posted by: thepinetree on 01/14/2016 07:51 AM
West Des Moines, IA...There were three jackpot winners (one in California, one in Florida and one in Tennessee. One Calaveras Resident was O So Close....
Angels Camp, CA...A $100,000 donation from the Amador Community Foundation (ACF) to the Calaveras Community Foundation’s (CCF’s) Disaster Relief Fund is a prime example of how the response to the devastation of the Butte Fire has fostered increased cooperation between the diverse organizations of the Motherlode. “We are very gratified, and frankly a little surprised, at the number of individuals, businesses, and non-profit organizations that have used our fund to channel their efforts to respond to the needs of the people who have suffered and to mitigate the effects of the fire,” says Brent Harrington, CCF Treasurer. “We feel confident that the relationships established, and enhanced, will be a benefit for our area in the years to come.”
Donations may be sent to the Foundation at PO Box 1436, Angels Camp, 95222, or by using the PayPal button on its website: www.calaverascommunityfoundation.org. Please indicate “DRF” on your checks or in the PayPal comment box. For further information, call the Foundation Office at 209/736-1845.
Stevenson Wealth Management Now Accepting New Clients ~ 209-785-4660
Posted by: thepinetree on 11/04/2015 03:16 PM
Copperopolis, CA...Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
