The Nest Builder Newsletter is written to provide our clients with up-to-date informaton about financial issues that might impact their investments. Newsletters are distributed quarterly.

Our 4th quarter 2011 newsletter includes information about year-end tax moves, charitable donations and thoughts about paying off a mortgage with available cash.   

The 3rd quarter newsletter has a discussion about what is happening with the economy, tips for safeguarding your freezer during this season of power outages, and a link to the "best bargains of 2011".

In our 2nd quarter 2011 newsletter, we covered discount rates on 5-star lodging, whether empty-nesters saved more after their children left home and the programs (and savings) that your library may have to offer.  You are paying for the music, movies and books they have by means of property taxes; why not borrow them instead of paying a second time to own them?

The 1st quarter 2011 newsletter shows average household income and expenses based on 2009 census data.  While we’re looking at expenses, click on the Consumers Report link to find the best time of year to purchase various items.  January is well known for white or linen sales, but August is a good time to air conditioners.  There is also information about discounts at restaurants, and a section about estate planning.

Our 3rd Quarter 2010 Newsletter contains information about cutting college costs by completing the program in 3 years and renting text books instead of buying.  There are also strategies for  waiting out the housing slump.  Click on the link in left-hand column for more information.

If you have any questions, please don't hesitate to contact us.

Mary Erl at Mary@NestBuilderFinancial.com or call (847)245-7483.