Phone Number: 763-639-0868

Friday, August 23, 2019

February 2018

Hello folks. My thought on the lead article in this month’s fish-wrap is “there is more to life than money”. Please look over all the articles; plenty of good information.

For many, February is the start of tax time. Soon you will receive your 1099s for 2017. If you have any questions about tax statements, please email me. No need to get frustrated wondering if have all of your tax-documents or not. Together we will figure out if you have all your necessary tax documents.

Investments have done well recently; but just remember the market goes up-and the market goes down. Long term, good-quality investments do well over the long term. If it has been awhile since you and I have had the discussion about “short-medium-long term” investments then it is probably time for you to schedule a review with me.

Thank you, God bless and enjoy this month’s fish-wrap. Tom

What's Your Money Script?

The money beliefs we heard as children may affect our behaviors today.
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Don't Wait to Ask Aging Parents These Important Questions

If you're the adult child of aging parents, it's important to open up a conversation about their future needs and wishes. The best time to start is when your parents are relatively healthy. Otherwise, you may find yourself making critical decisions on their behalf in the midst of a crisis without a roadmap.
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Deducting 2017 Property Losses from Your Taxes

Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you've suffered property loss as the result of a natural or man-made disaster in 2017, you may be able to claim a casualty loss deduction on your federal income tax return.
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Is a nursing home the only option for long-term care?

When planning for long-term care, a nursing home may not be your only choice.
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Why is it important to factor inflation into retirement planning?

The cost of living will rise both before and during your retirement — which could last 25 years or longer. For this reason, inflation has to factor into your investment plans.
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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC.  Conneran Financial is Independent of ProEquities, Inc.

Please be advised that presently Thomas Conneran holds series 6, 7, 63 and 65 licenses in CA, CT, DC, MD, MN, MT, ND, TX, VA, and WI. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by representatives before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.