Legacy Creation

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Do We Really Need More Help to Save for retirement?
2 For 1: Protect your home and yourself at the same time
Make it last forever:The multi-generational appraoch for IRA continuation
How do I prepare a Financial Plan?
End of the Year Tax Tips for 2009
Simply looking at your Estate
Let Your 'Will' Be Done
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2 For 1: Protect your home and yourself at the same time
20 Steps to a better Performing Portfolio
Can we Learn from Bernie?
Do We Really Need More Help to Save for retirement?
End of the Year Tax Tips for 2009
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Do We Really Need More Help to Save for retirement?

Last month, President Barack Obama announced new steps to make it easier for American families to save for retirement. These new initiatives will complement the president’s major legislative proposals to boost participation in IRAs and match retirement savings.

The new initiatives will:

  • Expand opportunities for automatic enrollment in 401(k) and... Read More
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2 For 1: Protect your home and yourself at the same time

I walk through the neighborhood from time to time and meet homeowners everyday. A few weeks ago while walking I met a young man who had been laid off, but still wanted to meet later and discuss what his options were regarding permanent life insurance and charitable giving. Great! Here's the bad news. When I called on him a week later, I was... Read More

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Make it last forever:The multi-generational appraoch for IRA continuation

Well, here we go. Read this post and let the possibilities guide your thoughts to the means to a never-ending legacy.

Face it, some of us aren't leaving anything for the ones we love and others are so petrified of paying their Uncle Sam unnecessarily that they don't mind doing the research it takes to make sure that they leave as much for their... Read More
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How do I prepare a Financial Plan?

First and foremost, your financial plan should be a perfect fit for your life as it is today, easily and quickly adaptable to the constant changes life throws at you, and always focused on achieving your longer-term life goals. That’s a big — and important — deal.

So, the first question you must ask yourself is, do I need a financial plan? The... Read More

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End of the Year Tax Tips for 2009

With the end of the year approaching many would like to learn more about what can be done now to lower their taxes for 2009. Are there stimulus offers we can take advantage of now before they expire?

Yes! The following is a list of who can benefit from the 2009 Stimulus Package.

Workers

Unemployed

First-Time Homebuyers

College Students and Their... Read More

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