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All materials provided are
for informational purposes only. They are not intended nor do they
constitute financial advice. Accessing the website or the information
provided or submitting any inquiry through the website does not create a
client relationship with Paulo Financial Advisors, LLC.
News & Events
Ideas & Information:
Roth IRA Conversion
Is it the right thing for you?
Taxes
We lost the estate tax for a year but gained carryover basis (maybe forever.)
Investments
Asset allocation, risk tolerance and time horizon still count.
Upcoming Events:
TBA
Community Affairs:
Kiwanis Club of Staten Island Annual Walk-a-thon
Sunday, April 25, 2010
For More Information
Contact: Rob Danischewski (718 619 4403)
Richmond University Medical Center's 2010 Jack Sipp Golf and Tennis Outing
Monday, May 17, 2010
Location: Richmond County Country Club
Contact: Richmond University Medical Center
Community Relations Office (718) 818 2195
1140 Victory Boulevard, Staten Island, NY
10301
Tel: 718.370.3464 Fax: 718.370.3462
Tel: 718.370.3464 Fax: 718.370.3462