April Greetings

Well, it seems that I was a little premature in my call for Spring in last month's letter. As I write these lines, we had a bit of snow earlier in the day, so I'm thinking that the groundhog's call was better than mine altogether, and he really pushed it this year! This makes more than 10 weeks of Winter after he saw his shadow back in February...

Enough about the weather though - it's April, so what should we be focusing on? I mean, besides the fact that the Cardinals and the Cubs are both playing very well... With the cold weather, we haven't had much thought of mushroom hunting or turkey hunting, so - I thought now was a good time to bring up some issues surrounding inter-family loans, which I've addressed in my second article. Many times this issue comes up and you may find some interesting tidbits in that article.

The first article this month covers the question "what can I do to prepare more for retirement goals beyond my 401(k) and IRA?" While most folks are, understandably, at their limits by making the maximum annual contributions to the "regular" kinds of accounts, some folks would like additional avenues to use. This article should help you to think through some of the possibilities, and as always, I'm available to talk it over if you'd like.