Forefield Newsletter

Wharton Financial Services (WFS)
Stuart Cameron, Branch Manager
Covering the Delaware Valley
5010 Canby Drive
Wilmington DE 19808-1102
Tel: 302-239-2111
Fax: 302-239-4358
whartonfs@walnutstreet.com
www.whartonfs.com.com

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WFS Monthly Newsletter

August 2008

A Publication of Forefield, Inc.

Please take time to participate in the client poll posted on our website www.whartonfs.com.

We would also appreciate you making an entry in the "Guestbook."

Hopefully, you will find some useful and informative information posted there. It is updated regularly so make sure to visit.

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	The Economics of Borrowing from Your 401(k) When times are tough, that pool of dollars sitting in your 401(k) plan account may start to look attractive. But before you decide to take a plan loan, be sure you understand the financial impact. It's not as simple as you think.
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	Should a Destination Club Be Your Home Away from Home? If you've thought about buying or building a vacation home, but have hesitated because you aren't sure that you want to limit yourself to a single location, there's an alternative you may want to consider: purchasing a membership in a destination club.
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	Annuity Maximization: A Strategy to Leave More to Your Heirs Annuity maximization is a strategy that lets you replace part or all of a taxable asset (your deferred annuity) with an asset (permanent life insurance) that may be subject to neither income nor estate taxes at your death.
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	Ask the Experts: Will the current credit crunch impact my child'sability to get a student loan for college? It's hard to say whether the credit crunch will prevent students from obtaining the financing they need to pay for college. In order to understand the current student lending market, some background is helpful.
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	Ask the Experts: What is a Parent PLUS Loan? A Parent PLUS Loan is a federal student loan available to parents with good credit histories who want to help pay for their dependent child's undergraduate education.
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Stuart F Cameron, Branch Manager
Registered Principal, Investment Advisor Representative & Financial Planner

Securities and Investment Advisory Services offered by registered representatives and investment advisor representatives, respectively, of Walnut Street Securities, Inc. (WSS) , a Registered Investment Advisor. (Member FINRA, SIPC) 13045 Tesson Ferry Road; St. Louis, MO 63128. Wharton Financial Services is not a subsidiary or control affiliate of WSS. Forefield, Inc. is not affiliated with Walnut Street Securities. Representatives of Walnut Street Securities do not provide tax or legal advice. To obtain such guidance, please consult your personal tax or legal advisor.
This brochure is for informational purposes only. Clients should not rely on information as personalized investment advice.

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