,

Yes summer is upon us and I hope everyone has a chance to relax and spend time with family and friends. As rough as a winter we all had, we sure deserve it! 

I know we have put a lot of emphasis on our Mid Year Event, but we feel it will be well worth your time. Having two CEO's and a leading Money Manager, it promises to be a great day.  We also encourage you to bring a friend or few who could benefit.  Specifically, we are all aware of the success we have had with American Realty Capital and having the CEO of the ARC Healthcare REIT with us will be insightful.  Registration information below.

As always 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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Upcoming Events
  Interesting Charts, Graphs or Photos

  
Fairytale Locations

We've all dreamed of visiting fairytale castles and the kingdoms from the fables and legends we grew up with. Of course, these stories were all inspired by real-world places, and many of them are still standing. This is a rundown of the best of the bunch.


 

   

Click above graph to view details


  
Why Swim?
 
The longer we can remain physically active as we age, the longer we will be able to live enjoyable and productive lives. Unfortunately, high impact exercise can have a detrimental impact on the bones, joints and muscles of people over fifty who have not maintained a regular exercise regimen. This is why swimming is an ideal way for seniors to get in shape and improve their overall well being. 



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Monthly Topics


Top 10 Tax Breaks You'll Miss in 2014

You probably didn't notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list of provisions referred to as "tax extenders" expired.
While it's possible that Congress could retroactively extend some or all of these
items, you'll have to evaluate your 2014 tax
situation based on the fact that they're no
longer available.

  

  

 


Are con artists adopting trendy
twists on old scams?

Are con artists adopting trendy twists on old scams?In a word, yes. You may be great at deleting e-mails from Nigerian princes to avoidonline phishing, but fraudsters keep coming up with new schemes for prying information or money from potential victims. And while scams sometimes involve hot topics that are getting a lot of attention in the news, which may make them seem legitimate, they still may be based on
old-school techniques such as phone calls.

 

Some Things to Consider about
Gifts to Children

  
If you make significant gifts to your children or someone else's children, or if someone else makes gifts to your children, there are a
number of things for you to consider.
There are a variety of ways for you to make
transfers to children that are not treated as
taxable gifts for gift tax purposes. Filing a gift tax return is generally required if you make gifts (other than qualified transfers) totaling more than $14,000 to an individual during the year. 
  

 

Vote Now!
Loftus Wealth Strategies has been nominated  as one of
 Coastal Style Magazine's Best of 2014!


Please click ton the logo to the right to vote!  You will need to fill out other local businesses when you vote so below are businesses that we have worked with and recommend.
  • Sedona's 
  • Casapulla's 
  • Kool Bean 
  • Bethany Blues 
  • Bank's Wines and Spirits 
  • Good Earth Market 
  • Scott & Shuman 
  • La Vita Bella  Day Spa 
  • Bethany Florist 
  • Cripple Creek Golf and Country Club 
  • White Orchid Interior Design 
  • Jeff Baxter Mortgage 
  • B.J. Pletryak, Personal Trainer  
  • Ocean View Animal Hospital 
  • Philip Cheung, CPA
  • Lord's Landscaping 

 

 
Stacie's Recipe of the Month
Stacie Recipe
 
 Summer Salad with Cumin-Crusted Salmon 

 

I love a good salad in the summertime!  Actually, I like a good salad anytime but summer is the perfect for a light meal.  The last thing I want to do after a 90 degree day is stand in front of a hot stove!  This salad has salmon so it's definitely works for a main course.  Pair it with some crusty bread and a fuller bodied wine with notes of smoke and earth will pair well with dish.

 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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