by admin | Apr 28, 2016 | Blog
I think the following article, by Cameron Huddleston, has some really good information for everyone regarding various aspects of financial planning. Please feel free to pass it on to others. 15 Mistakes Smart People Make in Retirement Neglecting to plan for...
by Scott Boyer | Feb 11, 2016 | Blog
With presidential campaigns already underway and the stock market firmly in bear territory, a lot of conversations these days revolve around politics and the economy. Many people’s 401K’s, and other non-qualified investment vehicles, have dropped...
by admin | Jun 18, 2015 | Blog
The 5 Most Common Life Insurance Mistakes Only Having Coverage Through Work Most group policies only cover you while you are employed with that company. What if you get sick and go on disability or unemployment? Will you lose your life insurance when you need it...
by admin | Apr 23, 2015 | Blog, Uncategorized
Here’s a meaningful article by Steven M. Greenwood that provides tips on how to help elders with money matters: Help Clients Assist Senior Parents with Money Matters As life expectancies increase, helping senior parents manage their finances becomes more and...
by Ron Boyer | Mar 18, 2015 | Blog
Here’s an interesting article by Tom Virkler: Credit Shelter Trusts – To “B” Or Not To “B” Let’s talk about federal estate taxes. Back in the old days the first spouse to die had to use the lifetime estate tax exemption at death or...
