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Top 10 Tax Breaks You’ll Miss in 2014

By on June 27, 2014 in Featured, Newsletter Articles with 0 Comments
Top 10 Tax Breaks You’ll Miss in 2014

You probably didn’t notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as “tax extenders” expired. While it’s possible that Congress could retroactively extend some or all of these items, you’ll have to evaluate your 2014 tax situation […]

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Social Security and Medicare Educational Seminar

By on May 2, 2014 in AMR, Featured, Social Security with 0 Comments
Social Security and Medicare Educational Seminar

On June 3rd & 4th, Asset Management Resources, LLC will be hosting a dual seminar on Social Security and Medicare – an event not to be missed! Guest speakers Kurt Czarnowski and Susan Flanagan will offer important information and field your questions.    Topics Covered in this Seminar: Social Security Planning Tools How You Become […]

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Tuesday, March 11, 2014 – Mayflower Place Estate Planning Seminar

By on March 6, 2014 in Featured with 0 Comments

Have Changes in the Law Sabotaged Your Estate Plan? Learn how significant changes in Estate Planning Law may impact your estate plan. F. Keats Boyd III, Esq. of Boyd & Boyd PC and J. Christopher Boyd, CFP, CASL of Asset Management Resources, LLC will share important information and answer your questions about the new changes. You will learn: About the gaping […]

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Savvy Women and Money- Running Edition

By on January 17, 2014 in Featured, Savvy Women & Money with 0 Comments

Running a 5K was a goal on my bucket list. There was just one problem: I was not a runner. I couldn’t run from my front door to my mailbox. I tried a “Couch to 5K” program that I found online. It was hard. And boring. And I had loads of excuses why I couldn’t […]

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Morningstar Semi-Annual Investor Call

By on January 17, 2014 in Featured with 0 Comments

Tuesday, January 28, 2014 4:00-5:00 pm Click on the link below to register Morningstar Semi-Annual Investor Call  

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Qualified Domestic Relations Order (QDRO)

By on October 21, 2013 in Featured with 0 Comments

What is a qualified domestic relations order (QDRO)? A qualified domestic relations order (QDRO) is a court judgment, decree, or order establishing the marital property rights of a spouse, former spouse, child, or dependent of a pension plan participant with respect to certain qualified retirement plans. Several requirements and restrictions apply. To what extent are […]

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U.S. Government Shutdown Explained

By on October 3, 2013 in Featured with 0 Comments

Congress failed to agree on a spending bill for the fiscal year starting October 1, 2013, resulting in the first government shutdown since 1995. According to the Congressional Research Service, this is the 18th time the federal government has shut down as a result of a failure to agree on an annual appropriations bill. Most […]

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AMR Conference Call

By on July 30, 2013 in Featured with 0 Comments

When: Wednesday, July 31, 2013 Time: 6:30 pm Conference Call #: 800-356-8278 Conference Code: 199922 Please join our advisors for a candid review of the markets & their outlook for what lies ahead. Send questions in advance to info@amrfinancial.com Call Leaders:  Chris Boyd, CFP ®, CASL ® & Mike Perna  CFP ®  

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July/August 2013 Resources Review

By on July 29, 2013 in Featured, Newsletter Articles with 0 Comments

July/August 2013 Resources Review Newsletter

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