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Important Disclosures

Important Disclosures and Public Statements


The articles published here represent the personal views of the author(s), and not necessarily the views of any securities firm, insurance company, FINRA, SEC or organization with which he or she may be affiliated. All statements made in these articles are for general information only and are not intended to provide, nor should they be relied on as, legal or investment advice.  Readers must consult with their qualified investment, tax or legal advisors before relying upon any content contained herein. Statements made in these articles may be incorrect for your state or jurisdiction. Also keep in mind that at the time when you read such statements the underlying rules, regulations and/or decisions may no longer be controlling or persuasive as a matter of investment or insurance law or interpretation.

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The Emerging LGBT Market Advisor

The HuffingtonPost.com carried the article “Census: 50,000 Gay Marriages Reported” The  article stated that nearly 150,000 same-sex couples reported being in marriage relationships in 2010…according to the first U.S. census figures released on same-sex marriages. About 27 perc...

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TAGS: , LBGT, Lesbian, Gay, Bisexual, Transgender

Roth IRA Conversions...Know What You Are Doing!

It seems the air is filled with buzz on Roth IRAs again. Interest in Roth IRA conversions has heated up with the recently liberalized rules. Millions of taxpayers who were previously ineligible to convert a traditional IRA to a Roth are now able to do so. You can convert your regular IRA to a Ro...

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TAGS: , IRA, Roth, Retirement, Taxes

72% of Workers Age 60 and Older are Putting Off Retirement

More than ever the American consumer needs the advice and counsel of Financial Services Professionals. Money Management Executive Magazine recently ran an article that stated that 72% of workers age 60 or older (For women…the percentage is 76%) are putting off retirement because they say they...

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TAGS: , Wealth, Retirement

Get Help from Financial Services Professionals

 GET HELP Get Help from Financial Services Professionals Auburn Mountain Financial Education Services suggest you get help from Financial Services Professionals. They can help you grow, protect and manage your wealth and assets. They not only know the path…they walk the path. ...

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TAGS: , Consumer Education, Financial Services Professional, Financial Practitioner, Insurance Advisor, Financial Advisor

Resources - Managing and Protecting Wealth

Here are gateways to websites that provide robust resources to help you to protect our wealth and to hel manage your wealth buiding efforts. MF Expense Analyzer Mortgage Foreclosure HOPE for Homeowners Making Home Affordable Modification Program USA Foreclosure Laws &n...

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TAGS: , Taxes, Financial Resources, Wealth Protection

The Underserved and Unbanked

Different Century...same song As it was it the 20th century…it holds true in the 21st century. Access to a basic bank account and to financial services is a starting point for economic opportunity. (Martin J. Gruenberg, FDIC Vice Chairman in the 2009 Federal Deposit Insurance Corporation su...

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TAGS: , Underbanked, Unbanked, Minorities, Prepaid Cards, Payroll Cards, Financial Literacy

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