Forefield Newsletter

Jones Advisors
Michael Jones, CFP®
Any Street
Suite 123
Any Town MA 01752
508.555.1102
mjones@jonesadvisors.com
www.jonesadvisors.com

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August 2008

Everyone,

I hope that you are all enjoying the wonderful weather. With the tax season upon us, now is a great time to rebalance your portfolio to ensure that your financial plan is aligned with your life plans.

I will be contacting many of you to arrange a personal consultation.

If you have any questions in the meantime, please do not hesitate to call.

Sincerely,

Mike

	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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