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Does the 4% Rule Still Work?
Jim Lorenzen, CFP®, AIF® Before you can take income from a nest-egg, you have to HAVE a nest-egg; but, getting there takes more than discipline
February 27, 2014
Month: February 2014
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Longevity Risk Worries Investors
Enter Longevity Insurance– But Look Closely Before You Buy. You name the fear, the financial industry will come up with a solution to sell. These
February 20, 2014
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Are You A Business Owner? Maybe You Should Know About Tax Bracket Planning!
Owners of closely-held businesses have long understood the value of insurance as a funding tool for executive retention, transition planning, and enhanced retirement benefits; but,
February 13, 2014
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Common Misconceptions About the Unlimited Marital Deduction
Did you know thatproperty transferred in excess of the unified credit equivalent will ultimately be subject to estate tax in the estate of the surviving
February 11, 2014
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Business Owners: Have you done tax bracket planning?
Tax brackets have an impact on your choice of funding insurance solutions to meet the needs of closely-held corporations and their shareholders! For example, a
February 4, 2014
