Archive for the ‘General’ Category

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Josh has been named a finalist for Advisor of the Year!

posted by jalinski on Aug 3, 2010

I am truly honored to be named as one of only 5 finalists for the Senior Market Advisor of The Year by Senior Market Advisor magazine. “While there’s been talk that the financial advisory industry is aging, just like the rest of the country, there are more than a few young advisors joining the ranks and helping to keep the business dynamic and cutting edge. Josh Jalinski is one of the most motivated of that new wave of advisors…”
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I was looking forward to buying an electric car….

posted by jalinski on Aug 1, 2010

Then, I found out that it is unproven technology, expensive, and ugly. Couldn’t we have gotten a better return on our bailout of GM than this?

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leave your money to the people you love NOT Uncle Sam

posted by Josh Jalinski on Jul 24, 2010

That’s me with my gorgeous wife, Bethie. I put this pic up to remind you to use vehicles in your retirement that will enable you to leave your money to the people you love and the causes you love — not to Uncle Sam.

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can I gift bonds to charity and not pay tax?

posted by jalinski on Jul 19, 2010

I got a good question from a prospective client today and I thought I would share it with my blog: Can you gift bonds to charity and not pay tax on the interest? Click below to find out the answer.

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