Wells Fargo Advisors Financial Network, LLC

 

Shelley Financial Group is a team captain for the Relay for Life at Grant Co. Park in Crittenden, KY on June 1-2 from 7 pm to 7 am.

Hope to see you there!

 If you are approaching retirement or are already there, you’ll want to join us for a FREE live meeting webinar presentation:

Social Security and Your Retirement

May 15th, 2012 at 7 PM (EST)

Richard and Dinah Shelley, Financial Advisors with Shelley Financial Group, will be hosting Wells Fargo Advisors’ Social Security specialist, Bill Hunot, who will discuss:

  • When you should begin taking Social Security benefits – early (age 62), at full retirement age, or at age 70
  • The effects that taking Social Security benefits early may have on your retirement income over time
  • How wages, consulting fees and other income could affect the taxation of your Social Security benefits*
  • Why it’s important to understand the difference between the earnings limit and taxability of your Social Security benefits*

 To join us for this unique experience please enroll by going to our seminar webpage, click on the enroll button and fill out the required information.  You will then receive a personal invitation email that will enclude your log on information and password.

If you have any questions please call Krystal Lovell-Swick at (859) 824-1820 or email  krystal.lovell-swick@wfafinet.com.  

This web seminar is free and open to anyone in the community. 

*Shelley Financial Group and Wells Fargo Advisors Financial Network do not provide tax or legal advice.

Please enjoy our current "Market Insights" Newsletter

/files/15866/March%20Newsletter%202012%2Epdf

We desire to be a beacon in your financial watchtower by directing your portfolio and helping weather economic changes as they occur.  

It is our ongoing goal to provide wealth management that leads to lasting relationships based on trust, integrity, and superior client service.

 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Savings Accumulation

Estimate the future value of your current savings.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

More Newsletters →