Posts Tagged "insurance"

Making Sure Your Tools Still Make Your Plan Work

Apr 25 2011

The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…

Updates and Reviews Crucial to the Planning Process

Sep 06 2010

This comes from what I refer to as “the cobbler’s kids’ file.”  That comes from an old expression that “the cobbler’s kids…

When Life Happens

Jun 14 2010

This was the news in my life last week:  A family at my kids’ school had their two-year-old drown last Saturday.  Get…

Life Insurance Sales Booming

May 24 2010

Investment News (which is sort of like People magazine for investment folks) in its April 20, 2010 issue reports that life insurance…

The Search for Financial Security

May 03 2010

I was at the Association for Corporate Growth’s conference in San Francisco this year and the keynote speaker at lunch (who was…

Looking at Alternative Investments

Feb 15 2010

     The stock market had one of its best years ever last year.  Clients (myself included) are not so afraid to open…

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