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Forty-three percent of Americans spent more time planning their most recent vacation than planning for their retirement.1
1 AARP, 2008

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 advisor.

  • August

    Municipal Haste
    Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

    The Long Road Ahead
    The stock market has had its share of roller-coaster thrills lately, but don’t be tempted to react emotionally.

    Note to Self: Check Beneficiary Designations
    Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

    Still Time for Stimulus Benefits
    The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

    Looking for an End to the IPO Drought
    Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.