For the IF in Life.
I want to live a life of significance and leave a legacy for my family, what do I need to do now?
I die too soon, what will happen to my family? My business?
I become disabled, how will I pay my bills?
I become dependent on my children, how will they care for me?
I have a child or dependent adult with special needs, how do I provide for them after I am no longer living?
I want my child to receive the best possible college education, what investment options are best for my child?
Most Americans spend more time planning for vacations and
holidays than planning for their retirement.1
Will you outlive your retirement income? How much liability insurance should
you have? Should you add stocks to your portfolio? Are your financial
expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide
variety of financial topics. Simply click on one of the newsletter topics
below to read the article in its entirety.
Before implementing any strategy discussed herein,
you should consult with your own financial, tax, and/or legal advisors
to determine its applicability in light of your own situation.
Most insurance policies and annuity contracts contain
exclusions, limitations, reductions of benefits, surrender charges and
terms for keeping them in force. Your representative can provide you
with costs and complete details.
The information contained in this article is not
intended to (and cannot) be used by anyone to avoid IRS penalties.
These articles supports the promotion and marketing of this [life insurance,
annuity, long term care, disability, pension, etc. You should seek
advice based on your particular circumstances from an independent tax
14 Tips for Beating the High Cost of College
The cost of a college education continues to soar at a rate faster than inflation.
Building a Savings Ethic
Tips for building a savings plan that can improve your own economic outlook, leave you room to enjoy your spending and make you a creditor- not a debtor.
Disaster-Proof Your Finances
Floods, tornadoes, earthquakes, winter storms. The list of natural disasters seems endless these days.
Map Out a Financial Strategy
When it comes to finances, you may be fairly sure where you're headed this month, but less certain where you'll end up 5, 15 or even 30 years down the road.
The Tortoise and the Hare
The Steady Advantages of Dollar Cost Averaging
The Coming Retirement Boom
In 2008, a new era will dawn that economists and policymakers have been anticipating for years with a mixture of curiosity and trepidation: baby boomers will begin turning 62, ushering in an unprecedented long-term shift in the balance between working and retired Americans.
The road to retirement winds through several birthdays that affect most Americans’ retirement benefits and tax circumstances.
Betting Your Life on Low Coverage
If you are close to retiring or have already retired, you may be wondering whether your life insurance policy meets your current needs.
Regain Your Individuality
When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.
You’ve Sold It: What’s Next?
If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.
Quick Facts - January 2008
Information about Retirement, Long Term Care and the Mature Markets
Life Insurance Goes to College
Life insurance is usually thought of in terms of tragic outcomes, but if life goes as planned, you may still be able to use it to send your kids to college.
World of Opportunity
It may be tempting to think that investing at home is enough, but that kind of thinking misses opportunities that may be available through foreign investments.
Money and the Battle of the Sexes
When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.
Giving for the Greater Good
When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.
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