Market Watch

January 28, 2012 @ 12:03 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
NYSE Composite 7,876.61- 7.29
Wilshire 5000 13,819.49+ 3.22

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Stonebridge Advisors, LLC is a select group of financial professionals with experience in the industry since 1989.  Our depth of knowledge allows us to thoroughly understand the intricacies of your financial situation, no matter how simple or complex.  We have expertise in both individual and business planning; from individual retirement planning and risk management to business succession planning and group benefits, our team will work to create custom strategies to help you achieve your goals.

At Stonebridge Advisors, we want to help you live a life of value, focused on what is most important to you.  As your financial professionals, we help make certain that your individual needs and personal objectives are carefully considered as we help you develop an action-oriented plan to pursue your goals.

We believe that, when done properly, financial planning is an important element to help ensure the quality of your life.  There may be no better way to help you attain long-term success and make the most of your life.  You owe it to yourself...and those you care about.

 

Andrew R. Bennett      abennett@stonebridgeadvisor.com 
1515 W. 22nd St., Suite 300 Oak Brook, IL 60523 (630) 954-6890

James J. Bertucci, CFP®      jbertucci@stonebridgeadvisor.com 
835 E. Rand Rd.   Arlington Heights, IL 60004   (847) 454-0230

Annette Findling, CFP®      afindling@stonebridgeadvisor.com 
1751 Lake Cook Rd., Suite 200  Deerfield, IL 60015  (224) 554-8040

Anthony Mariani      amariani@stonebridgeadvisor.com 
1751 Lake Cook Rd., Suite 200  Deerfield, IL (224) 554-8041

Leslie North     lnorth@stonebridgeadvisor.com 
1751 Lake Cook Rd., Suite 200  Deerfield, IL 60015  (224) 554-8072

CFP®    CERTIFIED FINANCIAL PLANNER™     CFP(with flame logo)®  are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

  

Newsletters

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

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