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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June 2008 - WFS Newsletter

Visit our newly designed www.whartonfs.com
OUR PRODUCTS AND SERVICES - Include but are Not Limited To: Investment Planning; Comprehensive Financial Planning; Retirement Planning; Traditional & Roth IRA's; Company Retirement Plans; Mutual Funds; LTC, DI & Life Insurance;

IRA Consolidation/Rollovers; Distribution Planning; Fee or Commission

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NY,OH,PA,TX,WA,WI,WV

	Tapping Retirement Savings for College Expenses Should you tap your retirement funds to help pay your child's college expenses? Well, you can. But is it a good idea?
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	Have You Received Your Stimulus Rebate Payment Yet? In early May, the Treasury Department began the process of issuing rebate payments to over 130 million individuals--the result of provisions included in the Economic Stimulus Act of 2008, which was signed into law in February.
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	Can I Get Life Insurance After a Serious Illness? If you're in good health, you can probably get the life insurance you want at a relatively affordable cost. But what if you have an existing medical or health-related condition? What if you've had a heart attack or cancer?
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	Ask the Experts: Can I enroll in Medicare at age 65, even if I'm not yet eligible for full Social Security benefits? Yes. Although full retirement age for Social Security is increasing, 65 remains the age at which most Americans become eligible for Medicare.
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	Ask the Experts: What are Medicare Advantage plans? Most people who are covered by Medicare are enrolled in original Medicare. As an alternative to original Medicare, you may opt to enroll in a Medicare Advantage (MA) plan when you first become eligible for Medicare.
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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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