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Retirement Made Simple

Put Your Tax Return To Good Use

With tax season coming to an end, many of you are awaiting the all rewarding tax return. Most individuals spend their tax returns on "FUN" items such as new flatscreen tv's or an ipod. Im here to remind you that you can put your tax return to work for you! By saving it, you can get a head start on next year's expenses, or better yet, put it away for the long term for an expensive cost down the road!

Summer is coming and that means another school year is on its way. For those of you with children, saving for college should be on your mind. With college costs growing at an exponential rate, it is easy to see why saving for your kids college is important. This month we are going to discuss the different approaches to saving for college; mainly, the 529 plan.

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Question of the Month

I have an old 401(k) and I don't know what to do with it. What would you recommend? Memphis, TN

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I am interested in starting a retirement portfolio, but am unsure of whether I should use stocks or mutual funds. Which do you recommend? San Diego, CA

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WorkInvest is a program designed to provide services and solutions in three key areas of retirement planning: the accumulation, protection, and preservation of retirement assets. WorkInvest is a program by Retirement Strategies Group - a national leader of affinity-endorsed retirement programs.

Copyright 2007 Retirement Strategies Group, Inc.



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