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FINANCIAL CONSIDERATIONS FOR 2013

It isn’t too early to think about next year.

Presented by Terry & Jason Sustar

Fall Reflection

It’s that time again – Fall Foliage!!  I don’t think many experiences create the awe in me as when I drive up over a hilltop and gaze down into a beautiful valley filled with a zillion different shades of red, gold, green, amber, and orange.  It helps me to stop and think just how great and wonderfully designed this world is.  Take the time to stop and “sm

MAJOR RISKS TO FAMILY WEALTH

Will your accumulated assets be threatened by them?

Presented by Terry & Jason Sustar

SHOULD YOU TAKE A PENSION BUYOUT?

What factors should you consider before you make the irrevocable choice?

FINANCIAL QUESTIONS FOR THE RETIRING HOMEOWNER

Five questions to contemplate before the transition. 

Presented by Terry & Jason Sustar

WHEN WILL INTEREST RATES RISE?

What factors might influence the Fed in the near future?

Presented by Terry & Jason Sustar

THE MAJOR RETIREMENT PLANNING MISTAKES

Why are they made again and again?

Presented by Terry & Jason Sustar

Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees. 

20 TIPS FOR MINIMIZING YOUR TAXES IN 2012 & BEYOND

You may want to exploit these strategic opportunities.

Presented by Terry & Jason Sustar

WHAT IS A “REASONABLE” RETIREMENT SAVINGS RATE?

The answer to that question varies per person.

Presented by Terry & Jason Sustar

RETIRING SOLO

Things to think about when planning for a single retirement.

Presented by Terry & Jason Sustar

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Terry and Jason Sustar are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Sustar Financial Group is not affiliated with USA Financial Securities.

Terry and Jason Sustar are authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: (Terry: FL, NJ, OH, WV) (Jason: OH)  For investment advisory services these states include: (Terry: FL, NJ, OH, WV) (Jason: OH) Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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