Author Archives: Kathryn

Business Retirement Plan Participant Workshops – Increase Employee Participation

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The single best way for business owners to increase retirement plan participation is through employee engagement. You are an expert at engaging your staff in executing the work of your company. I can engage employees in your 401(k) by motivating your team to take control of their financial futures. Here is the outline to a three session program that I can deliver in-person or virtually:  Company Retirement Plan Workshops from Pawleys

Please e-mail or call today for additional information  – I will do everything possible to be of assistance to you.

© 2013 Pawleys Investment Advisors, LLC. All rights reserved.

Savers Tax Credit – IRS Form 8880

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During 2006, there was a tiny tax code update as a part of the Pension Protection Act that many people are unaware of, and I think it is helpful to get younger people excited about saving for retirement. Starting early is a critical factor when it comes to saving for retirement, and I am passionate about helping younger people make great financial decisions. Please share with any children, grandchildren, friends etc who might benefit. Here is a quick summary:
•You must be at least 18, not enrolled as a full-time student at any time during the year, and not claimed as a dependent on another person’s tax return
•Eligible Plans – IRA’s, Roth IRA’s, 401(k)’s, 403(b)’s, and 457 plans.
•Adjusted Gross Income Limitations – must fall below income limits for 2012 of $28,750, head of household filers of $43,125 and joint filers of $57,500.

The credit can be as much as $1,000 for single filers and $2,000 for joint filers, and is in addition to any deduction that may be available. The IRS Form 8880 can be found here: http://www.irs.gov/pub/irs-pdf/f8880.pdf. As always, consult a tax professional to see how this may applies as every one’s situation is unique and different.

© 2013 Pawleys Investment Advisors, LLC. All rights reserved.

Pawleys Capital Management Launch

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It is with great pleasure that I would like to introduce everyone to Pawleys Capital Management, the new sister marketing brand to Pawleys Investment Advisors! Last summer, I was fortunate to see, for my first time, baby loggerhead hatchlings on the beach on Pawleys Island. One particularly persistant little baby caught my eye, and I captured this turtle on camera. The new logo has the actual turtle from last summer – amazingly, by now this little baby is miles away swimming around somewhere in the northern part of the Atlantic Ocean, a long way from the beaches of South Carolina. The symbolism of this little loggerhead captures the most important elements of successful investing in the stock market – persistence, patience, and a drive towards a goal that is strong and mechanical. Please check out the new web pages and feel free to request additional information. Investors can choose between a robust, customized advisory relationship with Pawleys Investment Advisors or, certain investors who meet the SEC’s definition of “Qualified Investor” may be elgible to participate in the new private Pawleys Dividend Fund and/or Pawleys Growth Fund.

Enjoy and thank you very much for visiting! Click here to see the NEW logo with the real baby Pawleys Loggerhead:

http://www.pawleyscapital.com/

Pawleys Island Baby Loggerhead Turtle Hatchling

Pawleys Island Baby Loggerhead Turtle Hatchling

© 2012-2013 Pawleys Capital Management, LLC. All rights reserved. This information
regarding our services is not an offer of securities or investment advice and is provided
solely for prospective clients to contact us.