Forefield Newsletter

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

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WFS Monthly Newsletter - 01/09

Independent by Choice

A Forefield Inc Publication

Have you ever wondered how much Long Term Care insurance would cost you? Go you our website

www.wfsadvisors.com

, complete the quote request and we will send you a free no obligation quote.

Birthday wishes go to those who have a birthday this month including:

Sandy, Janice, Jacqueline, Craig & Ruthann in DE. Beppy in FL. Roger in OH. Eileen in NJ. Terry in NC.

Enjoy your day.

L0109014157 (Exp 0110)

	Tax-Friendly States for Retirees If you're retired, or about to retire, you may be thinking about relocating to a state that has low tax rates, or that provides special tax benefits to retirees. Here's a survey that may jump-start your search for a tax-friendly state in which to spend your golden years.
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	Retirement Plan and IRA Limits for 2009 An increasing number of retirement plan and IRA limits are indexed for inflation each year. Some of the key numbers for 2009 are discussed here.
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	College Costs: Increases and Trends Many of the developments we saw last year in the world of higher education will continue to play out in 2009, as the largest high school class in American history heads off to college.
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	Ask the Experts: How can I insure an engagement ring? A diamond may be forever, but if it's lost, stolen, or damaged, you may not have it forever. That's why it's important to have adequate insurance protection.
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	Ask the Experts: If an engagement is called off, who keeps the ring? A couple who calls off their engagement can often come to a polite agreement over who keeps the ring. But in certain cases, especially one involving an expensive ring or an acrimonious breakup, the issue may be decided by a judge.
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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 & 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. A Forefield Inc publication.

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