Archive

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

You say you own a successful C-corporation with excess cash and you’d like to retire and turn it over to your children and still give money

Simple.  Quite often qualified plan contributions, even at the limits, will be inadequate to meet the retirement income needs of highly compensated employees. Executives at

Watch for mutual fund companies to begin touting their 5-year track-records in a race for new assets. That’s because the ‘market meltdown’ happened six years

Investors often purchase annuities without really understanding what they bought, usually because the sometimes over-hyped guarantees sound so good their eyes tend to glaze over.

Ask anyone.  Most investors tend to associate risk with loss.   But losing money can happen without market risk every day:   Congress can raise taxes, inflation

Does it make sense to invest in down markets?   Some people simply quit investing and avoid the market altogether.  This may be the wrong decision! 

Remember when gas was 35-cents a gallon?  You could fill a 10-gallon tank for $3.50!  I know; I did – it was a small hatch-back.   Heck, I

You know…. the one with your parents… or your children. Not yet?  Procrastination is easy.   It’s something you can always do later, right? Maybe not.

The problem with easy answers is that easy answers aren’t always the best.   The investment industry has many product manufacturers eager to pounce on any