Wachovia Securities

Each person's financial situation is unique, but there are commonalities. I believe people want unbiased, objective guidance from an experienced professional who, no matter the circumstance, offers advice which ultimately puts their business and/or family on the path toward planning for their future.

People are beginning to spend more years in retirement than ever before and therefore, I feel it is vitally important to try to achieve the balance between risk and reward today.

Interested in More Information in these Uncertain Times?

My monthly receptions are designed to keep attendees "in-the-know" on a variety of financial topics. Please RSVP (with full name and contact information) to my assistant, Diana Davis at 919.881.1075 or email me at kimberlee.sipe@wachoviasec.com to attend a complementary, educational reception.

*no specific products will be discussed

I work with prudent investors who understand how important and valuable a good relationship is with their Financial Advisor. Clients I work with the best are those who want to work together and are accepting of advice and guidance with the total goal of putting their family and/or business on the path toward planning for their future.

Please contact me for a no cost, no obligation "Get Acquainted" meeting and begin your investment planning process today. Please contact me directly at 919.881.1014 or kimberlee.sipe@wachoviasec.com to schedule an appointment.

Thank You for Your Consideration!

* Wachovia Securities does not act as a fiduciary and does not provide legal or tax advice.

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Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

Fuel for the Economy

The world has become so dependent on oil that most economies simply could not exist in their present forms without it.

The Consumer Price Index and You

Inflation is a long-term, sustained rise in the general level of prices, as measured by the Consumer Price Index (CPI).

Where Will You Roll?

An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

No Better Time Than Now

You may not associate this time of year with reviewing the beneficiaries on your life insurance policy — nonetheless, it can be a good time to take this important step.

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Market Watch

January 06, 2009 @ 06:29 PM

Dow Jones Industrials	9,015.10	+ 62.21
Nasdaq Composite	1,652.38	+ 24.35
S&P 500	934.70	+ 7.25
S&P Mid-Cap 400	559.37	+ 8.86
S&P Small-Cap 600	274.79	+ 4.59
Russell 2000	514.71	+ 9.68
NYSE Composite	5,968.84	+ 60.41
AMEX Composite	1,473.89	+ 12.67
10 Year Treasury Note	2.51	+ 0.02

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SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE

This information is intended for use only by residents of (GA, NC). Securities-related services may not be provided to individuals residing in any state not listed above.
Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (NC).

Wachovia Securities, LLC, Member NYSE/SIPC, is a registered broker-dealer and a separate nonbank affiliate of Wachovia Corporation.

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Kimberlee D. Sipe, Financial Advisor