Monthly Archives: January 2012

Time for a Sure Thing?

The past few years have not been very kind to investors, especially to those recently or soon to be retired.  Just as investors dragged themselves out of the rubble of 2008, along came 2011.  For those nearing retirement, there just … Read More »

January 19th, 2012 | Posted in Estate Planning, Insurance, Insurance & Retirement Solutions, Investments, Pensions, Retirement Planning | Comments Off

How Much Insurance Does A Business Need

It is common business practice for a company to use corporate owned life insurance in several situations. This article will identify those situations and discuss appropriate amounts of coverage for each of them. SHAREHOLDERS’ AGREEMENTS – It is customary for … Read More »

January 4th, 2012 | Posted in Estate Planning, General, Insurance | Comments Off