Financial planning too often focuses on the end game—estate planning, retirement planning, life insurance, legacy building, etc. The need to help young people just starting a life together plan their financial world is sometimes lost in the scuffle.
New couples must focus on how to meld two individual financial entities into one, how to talk about [...]
September 29, 2003 | Posted in
Wealth Management |
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Not every business can afford to reward key employees with the largess of a Tyco or Enron. Yet rewarding key employees is very much a fact of life for many small business owners. Since planes, homes, boats, and forgiven loans are beyond the reach of most small business owners, a simple deferred compensation plan can [...]
September 22, 2003 | Posted in
Estate Planning,
Insurance |
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Over the past several months, we have talked to many of our clients about their accounts. There’s one message we continually hear: “I am tired of low interest rates on my money!” As we searched diligently for an investment that would have potential for income and dividend gains with limited market risks, we found such [...]
September 8, 2003 | Posted in
Economy,
Real Estate,
Trends |
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