Insurance
Life Insurance Life insurance is a key part of any financial plan. What would happen to your family if you were no longer there to take care of them? What dreams do you have for them? What dreams do they have for themselves? Are those dreams possible without you in the picture? Life insurance is...
Annuities
Fixed Annuities Retirement Dreams: Something to Think About… When you think retirement, do you think fixed investment? If so, then your retirement savings might be gradually eaten away by taxes and inflation. Though they offer safety and liquidity, some investments do not offer tax deferral or...
Investments
IRA Retirement For Individuals Which retirement savings options are right for you? The answer depends on your individual circumstances and number of years until retirement. It also depends on other factors such as availability and type of investment choices, fees, tax considerations, and...
Planning
Charitable Planning Did you know that there is more money given to charities in the United States than in any other country in the world? In 2003, more than $2,046,921,512,436 was given to non-profit agencies, which does not include money given to organizations not registered. Have you ever thought...
Employee Benefits
Short Term Disability Short term disability can be a very important employee benefit. Since the majority of disability claims last less than six months, a short term disability plan can be extremely beneficial. STD plans are usually set up to include elimination periods for both accident and...
