,

Greetings and Happy Holidays! I hope that all of you have an opportunity to spend time with family and friends during the Holidays, I know that we are looking forward to some downtime here at Loftus Wealth Strategies.

We appreciate your support and we look forward to continue to serve many of you in the future.

MPL Sig




Michael P. Loftus

Loftus Wealth Strategies
www.loftuswealthstrategies.com

 

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"This is my wish for you: peace of mind, prosperity through the year, happiness that multiplies, health for you and yours, fun around every corner, energy to chase your dreams, joy to fill your holidays!"     - D.M. Dellinger

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2015 Tax Planning Guide

Get a jump on the 2015 tax season with this
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6 Common Retirement Questions for Educators

This special report addresses some common questions and presents some strategies to help you plan for a comfortable retirement.
                                                            
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How Many Toys do you Remember?

Check out the top 50 Christmas toys of the past 100 years and highlights a host of golden oldies that are still best sellers.


10 Inventions that Thankfully Never Took Off!

The world is full of inventors looking to make it big with their next invention and unfortunately, or maybe fortunately, these inventors were not successful!

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Monthly Topics

 
Four Questions to Ask Before You
Open Your Wallet


 

Even if you have the best of intentions, it's easy to overspend. According to


 

a Gallup poll conducted June 9-15, 2014,* 58% of people who had shopped
during the previous four weeks said they spent more at the store than they originally intended to.

 

  

 


Helping Your Parents Manage
 Their Finances

 

particularly baby boomers, are confronting a dilemma. As parents age, their ability to manage their own finances may decline. That can make it more likely that they may neglect the life savings they've worked so hard to
accumulate or make costly mistakes with them.

  

  

 

 


How Retirement Benefits will
Change in 2015

 

Social Security and Medicare will be making important changes to their programs next year. Individual retirement accounts and 401(k)s will also be tweaked in significant ways. Here's a look at the new features your retirement benefits will have next year.

  

 
 
  

 

Stacie's Recipe of the Month
Stacie Recipe
 
Chocolate Peanut Butter Pretzel Mega Cookie Bars

These absolutely to-die-for cookies will make you the most popular person at your holiday cookie swap, believe me!  Not actual cookies but more of a huge, chocolaty, crunchy bar they are perfect to share with a group of friends.  To make them thinner just use 9x13 pan (as described in recipe).  Happy Holidays!!

 Click to view full recipe 


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Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Loftus Wealth Strategies are not affiliated

 

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