April Newsletter
Wednesday April 5th 2017
Captain's Log


  

We hope that everyone is well and that your allergies are not acting up too much. A few more weeks and hopefully the "yellow stuff" will be out of here! A couple more good heavy rains should help us out. I think it's almost time to get back out on the lake, and I can't wait!

We've spent a good bit of time the first quarter of this year attending educational events across the country. We do this because of our commitment to keep up with new regulations and the ever changing financial landscape as baby boomers continue to retire. Kelly just got back from Salt Lake City where she attended such an event with about 400 other top retirement advisors and industry professionals. As always, she came back with a lot of updates, ideas, and newer strategies that can and should be used for retirees.

We also got updates on the proposed DOL Fiduciary Rule that I discussed last month. The law was supposed to go into effect on April 10th, but has been delayed by another 60 days for further review and comments. Because of all this, we will be continually researching new ideas on how to best serve our clients, as well as staying out ahead of all the regulatory issues facing our industry.

One of the biggest things that Kelly took away from the conference was that national surveys continue to show the top priorities or concerns for retirees are centered on income planning, market volatility and risk, and how to properly balance those things out within an overall written-out retirement plan. Bottom line: we think that the best thing anyone can do if you have any concerns is to request a free cost & risk analysis, along with an income analysis. We can then put together a Chart Your Course to Retirement Plan to be sure you're on track to having the retirement you desire.

Check our website for upcoming educational workshops, archived radio shows, Lake Norman Magazine articles, free reports and more.  

Enjoy this month's articles, and we'll be back at you next month.

And, as always, remember -  The purpose of the money dictates where you put it. 

Until Next Month,
Jim's signature
  James D. Stillman

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Life Insurance: The Tax Planning & Retirement Miracle   
By James D. Stillman
April 2017

  

  
      I often wonder why more financial professionals don't teach the advantages and benefits of life insurance planning. Younger folks and retirees alike can benefit tremendously by utilizing life insurance in the proper way.Life insurance can be used for income replacement, tax planning, tax free retirement income planning, legacy planning, estate planning, and the list goes on and on. It can do so much more than people give it credit for.


Global Financial Private Capital
Thought for the Week #422

Will We See a Recession This Year?


Synopsis

* It's been close to nine years since our economy recovered from the worst economic downturn since the Great Depression. 

* Investors are becoming concerned that rising interest rates will lead our economy back into another recession. 

* The economy will most certainly experience a recession in the future, but the real question is when the next one will arrive.


JDS Client Corner

We will feature pictures and stories from our valued clients as well as our family in this section each month.
If you'd like to be featured in next month's Client Corner, 
please email your pics to matt@jdswealthmanagement.com



We are proud to sponsor the Mooresville Artist Guild this year for their 39th annual Springfest. Artists from around the area will be featured during this judged show and competition. If you are an artist or know someone that would like to take part in this incredible event, please follow this link for event dates and how to sign up. The artwork will be displayed the month of May. Please come out and support our local artists during this special event.

Mark your calendars, Saturday May 13th 2017!
We will be hosting an open house and shred event, so hold onto your tax documents and other personal documents that need to be securely disposed of. Bring your family and come out and enjoy some refreshments.

All content is intended for informational purposes only. Any guarantees are for insured products only and are dependent on the claims paying abilities of the insurer.  All investments carry some risk and you should be advised by your personal financial advisor before implementing any strategies discussed, as they are not suitable for everyone. James D. Stillman is an Investment Advisor Representative of JDS Wealth Management Corporation and Global Financial Private Capital. 

JDS Wealth Management Corporation's outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer."