post-1

Relying on Inadequate Coverage or Insurance Alone Can Be False Security

Don’t Work with Promoters, Inexperienced Counsel or No Counsel

post-1

Using Unproven or Poorly Structured Plans Can Really Cost You

Often A Too Good to be True Plan is a Scam

post-1

Unwittingly, Business Owners Drag Liability into Their Plan

The Wrong Planning Tool Can Do More Damage than Good

post-1

Traditional Estate Planning May Not Protect Your Assets

Having All Your Eggs in One Basket May Affect Everything You Have

post-1

Flawed Thinking By Business Owners Can Create Real Problems

Small Business Owners are Exposed to Big Liabilities

post-1

Tax Efficient Retirement Planning

Collectively Taxes Are the Largest Expense in Retirement; So Managing Them is a Must

post-1

The Math & Science of Optimal Retirement Planning

The Figures Must Make Sense to Create Real Dollars Over a Lifetime in Retirement

post-1

Calculating the Family’s Need for College Assistance

Understanding the Required Disclosures for Financial Assistance Can Make A Real Difference to Families

post-1

The Myths of the College Planning

Misinformation About College Funding is Costing Family’s Thousands of Dollars

post-1

Paying for Your Children’s College

Paying for Your Children’s College

post-1

Putting the Retirement Pieces Together

Gaining efficiency while providing sound advice

post-1

Comparing Retirement Plans at a Glance

Take the guesswork out of retirement planning using JourneyGuide’s Income vs. Risk graph

post-1

Retirement Planning Made Easy

Address the client’s “what if” questions in retirement planning discussions with on-demand software JourneyGuide

post-1

The Importance of Co-Planning

Improve Efficiency and Build Stronger Relationships with JourneyGuide’s Co-planning

post-1

Know Your Retirement Numbers

You Must Know Your Spending Habits & Income Sources in Retirement

post-1

Indexing with Mutual Funds, ETFs Options, Annuities & Life Insurance

There’s a Variety of Ways to Participate in Index Investments

post-1

Indices as Benchmarks to Gauge Success

Using Indexes as Yardsticks to Measure Portfolio Performance

post-1

US & Foreign Indices

Index Investing is a Global Phenomenon

post-1

Constructing & Decoding an Index

A Basic Understanding of Indices Can Be An Education in the Operation of the Market

post-1

Tracking Securities Markets

An Index Provides Insight into Market Performance