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Financial Planning

Insurance Strategies to Help You Protect Your Business

October 19, 2010
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As a business owner, you need to ensure that you have adequate insurance coverage to protect family, business partner(s) and key employees, so that no matter what the future holds, the business can continue to provide for those who depend on it. With the right insurance strategies in place, you can guard your business against…

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Who Is Your Beneficiary?

October 17, 2010
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 Good planning takes into account both the expected and the unexpected. By building your nest egg, you’re planning for the comfortable retirement you always hoped for. All it takes to plan for the unfortunate event that something unexpected happens on the way to retirement is to name beneficiaries for all your investments. While it…

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Meet the Education Challenge: Planning for Tomorrow's Tuition Costs

September 17, 2010
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Many parents dream of the day their child strides to the stage to receive a college diploma. On the other hand, many parents dread the day that college tuition bills arrive. Despite steep tuition costs, however, a college education may be a sound investment that’s within the reach of many families. All it takes is…

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Insurance Needs for Every Stage of Life

August 19, 2010
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Who needs life insurance? These days, the answer is, “Almost everyone.” That includes: Young Adults As you might imagine, parents of minor children are at the top of the list of those who probably need life insurance. If one “breadwinner” were to pass away, life insurance payments could make it possible for the survivor to…

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Five Steps to a Simpler Financial Life

June 17, 2010
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 For many Americans, financial life seems to be getting more and more complicated. Perhaps that’s because more workers bear responsibility for their own retirement savings thanks to the proliferation of 401(k) and other plans. Or maybe it’s because there’s so much information and so many investment choices to sort through. Whatever the case, here…

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Annuities May Help Make Your Income Last a Lifetime

April 19, 2010
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With demographic trends pushing the length of retirement to 25 or 30 years and beyond, it’s important to create a retirement investment strategy that generates an income stream that you won’t outlive. If you’re looking for an investment vehicle that promises a guaranteed, lifetime income stream, then you may want to consider annuities. Simply put,…

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Pursue Tax-Advantaged Income with Municipal Bonds

March 18, 2010
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When it comes to bond yields, sometimes less is more. While municipal bonds, or “munis,” usually have a stated yield several percentage points below those on comparable corporate or government bonds, the interest paid on municipal issues is generally exempt from federal and, in some cases, state and local taxes. For that reason, a municipal…

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How Much of a Mortgage Can You Afford?

March 17, 2010
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A mortgage is one element of total household expenses, such as taxes and heating costs, which are likely to increase over time. It’s important to consider increases in household expenses in addition to your mortgage payment. For many households, it’s important to arrive at a monthly mortgage payment that is affordable without financial strain. When…

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Annuities and Insurance: Filling the Cracks in Your Financial Plan

February 19, 2010
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If you’re contributing to an employer-sponsored retirement plan on a regular basis, be sure to congratulate yourself! You are already taking an important step toward addressing what may be the biggest financial challenge you will ever face. And if you are setting aside money for the college education of a child or grandchild, you deserve…

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