Insight on business, finance, insurance and retirement.
Monday January 11, 2010
“Nothing is so well calculated to produce a death-like torpor in the country as an extended system of taxation and a great national debt,” observed William Cobbett on 1804.
Sadly, history repeats itself today. Our national debt is too high and will have to be repaid by either raising taxes, cutting benefits, or printing money. Current retirement plans are failing and not suitable for most individuals, and while market returns have proven themselves worthy in some past...
Posted in Equity Indexed UL , Estate Planning , Financial Strategies , Retirement , Taxes | Make a Comment
Thursday February 5, 2009
Estate planning is the process of accumulation and distribution of an estate to fully encompass the objectives of the estate owner. If you hear the term "estate planning" and believe it is only for the super wealthy, you may be surprised to learn most people have a need for a properly designed estate plan, they just do not know the right questions to ask to get the ball rolling. What everyone does know is the end result they are after. They know what possessions they want to distribute,...
Posted in Estate Planning , Life Insurance | Make a Comment (1)