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Helping to Secure Your Estate in an Insecure Market

The current Administration is looking for ways to reduce the Federal deficit and is currently targeting the Estate Tax and Life Settlements among other insurance-based planning tools.  The deficit reduction package could turn the Federal estate tax clock back to […]

Eurozone Bank Fears Assuaged – For Now

Last Thursday, September 15, 2011 the European Central Bank (ECB) announced its intent – through a joint effort with the Federal Reserve Bank, the Bank of England, the Bank of Japan and the Swiss National Bank – to provide US […]

A Quick Reflection on the Summer of 2011

As we near the first day of autumn (on September 23rd), we thought we’d take the opportunity to reflect – both on the events of these past few months as well as a few “fun facts” about our economy in […]

Retirement: A Taxing Endeavor for the Unprepared

Much of the recent debt ceiling controversy has centered around Republicans’ desire not to increase taxes, but a simple glance at our growing debt would lead any sound-minded individual to anticipate the necessity for tax increases in the years to […]

Top 5 Finalists for Senior Market Advisor

Top 5 Finalists for Senior Market Advisor

Stephanie was selected by Senior Market Advisor Magazine (the leading industry publication) as one of their top 5 Advisor of the Year Finalists! She is the first female in over 5 years to be featured in the top five. As […]

So What’s Ahead for Our Economy?

Few would argue that economy is unstable.  Is the sky is falling? Not last time we checked, but there has never been a time like the present to take inventory, prepare and ensure you have a sound financial strategy for […]

Putting the Numbers Into Perspective

Each year, the U.S. Congress sets a federal budget in the trillions of dollars. Very few individuals, ourselves included, can really wrap their minds around just much money that truly is, so we’ve broken down the 2011 federal budget into […]

2008 All Over Again?

It’s filled the headlines and taken the “breaking news” slot on every major media outlet over the past week.  Enormous drops on Wall Street have millions of Americans, especially those nearing or currently in retirement, wondering if they’re facing a […]

Protecting Yourself While On Summer Vacation

Heading on vacation yet this summer? Many of our clients have postponed trips, hoping to “beat the heat” later in the season.  With much of the country suffering from record-breaking temps, many have literally found it dangerous to travel.  Unfortunately, […]

Insurance Riders-What Are They and Why All The Hype?

When jumping from a plane 12,000 feet above the earth’s surface, every skydiver packs a main parachute as well as a reserve.  In other words—the typical safety feature, plus a backup – just in case. In the world of insurance […]