August 2012 Client Bulletin

Below is a link to download the August issue of Client Bulletin. This month's issue contains the following articles:

  • How Long Should You Keep Records?
  • Wellness Programs for a Healthier Bottom Line
  • Tax Savings Versus College Aid
  • Investing on the New Frontier
  • Selling a Life Insurance Policy Can Be Taxing
  • Tax Calendar

For more information about these topics, please contact our professionals at 810-238-4617.