Client Newsletter

Financial Insider - August 2018

  • To Buy or Not to Buy:  Exploring the Leasing Option
  • Family Foundations:  Benefits Stretch Beyond Charitable Giving
  • Life Insurance:  How Much is Enough?
  • Maintaining a Successful Banking Relationship
  • Whole Life Insurance:  What You Should Know
  • It's Time to Conduct an Inventory
  • Can a Living Trust Replace Your Will?
  • Straighten Up Your Financial House!

Financial Insider - June 2018

  • Private Foundations - An Alternative to Charitable Giving
  • Traditional IRAs - Forgotten, But Not Gone
  • The Role of Estate Executor
  • Understanding Interest Rates and Your Financial Situation
  • Tips for Sealing the Deal When Lending Funds to Your Child
  • Getting More Miles from a Tank of Gas
  • Planning Your Estate Before Remarriage

Financial Insider - April 2018

  • Permanent Life Insurance:  Offering Benefits at Any Age
  • Rules of the Road for Taking an Early Retirement
  • Shielding Your Insurance from Estate Taxes
  • Perk Up Your Employees - They May Feel Better
  • Ten Tips for Creating an Effective Estate Plan
  • Managing Your Benefits When Changing Jobs
  • Insurance Claims:  An Inventory is Invaluable

Financial Insider - February 2018

  • A Vacation Home:  The Ultimate Hideaway
  • How to Avoid Becoming a Victim of Identity Theft
  • Taking Annual Gifts to the Next Level
  • Creating a Business Dress Code
  • Employee Bonuses:  What's the Bottom Line?
  • Divorce and Retirement Plan Proceeds
  • It's Later Than You Think:  Do You Know Your IRA Tax Basis?
  • Tips for Home Buyers and Sellers

Financial Insider - October 2017

  • Build It from the Ground Up - A Blueprint for Retirement
  • Understanding the Consumer Price Index
  • Doing Well by Doing Good
  • Required Minimum Distributions for Traditional IRAs
  • Why a Home May Still Be Your Best Investment
  • Policy Loans:  A Borrowing Option
  • Liquidity and Your Estate
  • Protecting Against Loss with Business Interruption Insurance

Financial Insider - August 2017

  • Are You Rethinking Retirement?
  • Important Considerations for Workplace Monitoring
  • Regular Reviews:  Building Your Financial Foundation
  • Donating Vehicles to Charity
  • Can a Living Trust Replace Your Will?
  • An Overview of Asset Preservation with A/B Trusts
  • The Dollars and "Sense" of Protection
  • Life Insurance and Divorce:  Protecting a Family's Future

Financial Insider - June 2017

  • A Trust Primer
  • Social Security:  Is Your Age a Retirement Numbers Game?
  • Your Credit Report and Identity Theft Detection
  • Touching All the Bases with Policy Ownership
  • Select Trustees with Care
  • Assigning Your Life Insurance Policy
  • Living Together:  Are There Strings Attached?
  • Hire Your Children and Help Them Save

Financial Insider - April 2017

  • Employee Life Insurance May Hold the "Key"
  • Strategies to Sell Your Home
  • Life Insurance Solutions for Unmarried Couples
  • Survivorship Life Insurance:  Preserving Your Business Legacy
  • Gearing Up for the Golden Years
  • Is Your Student Budget-Wise
  • Living Value:  The Other Side of Life Insurance
  • Credit Card Errors:  "Writing a Wrong"

Financial Insider – February 2017

  • Credit Problems May Hinder Job Search
  • Retiring Business Owners – Plan for Succession
  • Estate Planning for Intellectual Property
  • Some Things to Consider When Making Regular Charitable Gifts
  • The Four Forms of Property Co-Ownership
  • Who Needs Disability Income Insurance?
  • Getting to the Bottom of Inherited IRAs
  • Help Your College Student “Make the Grade” in Personal Money Management

Financial Insider - December 2016

  • When Your Spouse Dies:  Taking the Helm
  • Understanding the Basics of Economic Forecasting
  • Are You Planning an Early Retirement?
  • Protecting Your Financial Information Online
  • The Spending Plan with Built-In Rewards
  • Identity Theft:  Protection and Prevention
  • Entrepreneurship and the New Retiree
  • Customizing Life Insurance with Policy Riders

Financial Insider - October 2016

  • America's Changing Vision of Retirement
  • Fixed Annuities:  Prepare for Retirement
  • Is it Time to Refinance?
  • A Short Course in Insurance:  Permanent vs. Term
  • Long Term Care Insurance:  The Importance of Annual Reviews
  • Calculating Your Break-Even Point
  • Survivorship Life:  A Win-Win Proposal

Financial Insider - August 2016

  • Your Financial Affairs:  What Your Children Should Know
  • Valuing A Closely Held Business
  • Outsourcing:  A Solution for Small Businesses?
  • Playing by the IRA Rules
  • Life Insurance:  How Much is Enough?
  • Disability Income Insurance:  Protecting Your Most Valuable Asset

Financial Insider - June 2016

  • Year-End Tax Planning Strategies
  • Understanding Interest Rates and Your Financial Situation
  • How Much Do You Really Know About Estate Planning?
  • Retirement Plan Rollover Options for Non-Spouse Beneficiaries
  • Take Time for a Credit Checkup
  • Charitable Giving:  Good for the Heart and Your 1040!
  • Dividing your Estate:  A Practical Approach

Financial Insider - April 2016

  • Planning for Business Succession
  • Permanent Life Insurance:  Offering Benefits at Any Age
  • Paying for College with Help from Uncle Sam
  • Property Ownership Issues Facing Unmarried Couples
  • Shielding Your Finances from Disaster
  • Becoming a Better Negotiator
  • The Importance of Domicile in Your Estate Plan

Financial Insider - February 2016

  • College Financial Aid:  Do Your Homework
  • A Vacation Home:  The Ultimate Hideaway
  • Giving Back to Your Community While Improving Your Bottom Line
  • Roth IRAs for Kids
  • Taking Charitable Giving to Another Level
  • How Social Security Affects Your Retirement
  • Real Estate:  A Form of Charitable Giving

Financial Insider - October 2015

  • Five Myths about Social Security:  What You Need to Know
  • Benefit Trade-Offs in Property Titling
  • Setting a Price for Buying or Selling a Business
  • Traditional IRAs - Forgotten, But Not Gone
  • A Mortgage - What's the "Point"?
  • Disability Income Insurance:  Some Features Say It All
  • ID Theft:  How Does It Happen?

Financial Insider - July 2015

  • Planning for the Life Stages of Your Business
  • Tax Deductions for Donating Art
  • A Financial Review Can Pay Off at year End
  • Subtract Inflation and It All Adds Up!
  • Who Decides How Your Charitable $$ Will Be Spent?
  • Stretching an IRA into Future Generations
  • Insuring a Stay-at-Home Parent

Financial Insider - May 2015

  • Private Foundations - An Alternative to Charitable Giving
  • Tax Breaks for Elder Care
  • An Introduction to Split-Dollar Life Insurance
  • Financial Recordkeeping for Tax Purposes
  • To Lease or Buy:  Understanding the Basics
  • You've Graduated:  Now It's Payback Time
  • Assigning Your Life Insurance Policy

Financial Insider - February 2015

  • Leaving a Legacy
  • Maintaining a Healthy Credit Report
  • Updating Your Will Can Contribute to a Relaxing Retirement
  • Cover All Bases with Policy Ownership
  • Cash, Castles, Future Compensation - What's the Value of Your Estate?
  • You've Graduated:  Now It's Payback Time
  • Preparing for a Small-Business Conference
  • Negotiating a Lease for Your Business
  • Tips for Sealing the Deal When Lending Funds to Your Child