CERTIFIED  PUBLIC  ACCOUNTANTS  AND  ADVISORS


McGuire & Co., LLC, has been providing excellent customer service to our clients for over 25 years!
 

Now is the perfect time to address your Financial Planning needs!

See our Financial Planning web page for ideas to discuss with your Certified Financial Planner at McGuire & Co.!

  On the Road - For Less
We’ve all been there, done that—had those, shall we say, less than completely satisfying travel experiences that make us determined to get our vacations right the next time. With gas prices sky-high and airlines reducing flights, making the most of your travel budget is now more important than ever.

Read the complete editorial from best-selling author James Geary and learn about resources and strategies for finding good travel deals.

  The Skinny on Travel Insurance
The unexpected parts of a vacation are sometimes the most memorable. But every vacation brings with it the possibility of encountering unwanted unexpected events—everything from cancelled trips to medical emergencies. It can pay to consider travel insurance as you plan your vacation. Read more about evaluating and obtaining travel insurance.

  Get Organized with CFP Board's Personal Data Organizer
Whether you’re getting ready for your first meeting with a CERTIFIED FINANCIAL PLANNER™ professional or simply want to get your finances organized, CFP Board’s Personal Data Organizer will help you create a snapshot of your finances. The Personal Data Organizer will give you a sense of the types of questions a financial planner will ask. After you complete the form, you’ll be provided with a printer-friendly document you can bring to a meeting or store with your financial records.

CFP Board’s Personal Data Organizer is a free online tool available at: www.CFP.net/learn/pdo.asp

  Profile: Myfinancialadvice
Americans already have the longest working hours in the world, and now the workplace is also becoming the spot where people’s most important financial decisions are made. Myfinancialadvice is one of several organizations established in recent years that seeks to bring unbiased, affordable financial advice to people by making it easy to find qualified financial planning services through the Internet. Read more about how Myfinancialadvice is working to make financial planning advice available at the workplace.

Kevin Condon, CFP®, Executive Vice President, Advisor Services with Myfinancialadvice, will speak about financial advice in the workplace at CFP Board’s 2006 Annual Meeting on Friday, August 4, 2006, at the Los Angeles Convention Center. General admission is free. Read more about CFP Board’s Annual Meeting and register online at: www.CFP.net/learn/annualmeeting.asp

   
   
  About This eNewsletter
  You are receiving this e-mail because you subscribed to CFP Board's eNewsletter. Periodically, CFP Board will e-mail you "It's Your Turn," which includes information about financial planning, consumer alerts, financial planning tools and resources and much more. Suggestions and feedback are welcome at mail@CFP-Board.org.

 
 
   
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Last modified: February 06, 2008

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