Posts Tagged "tax planning"

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…

Fear, Loathing, and Promises on Tax Day

Apr 18 2011

I know what a vast majority of you are doing today:  You’ve gotten over your fear that your accountant has forgotten you. …

Diversify the Tax Impact of Your Retirement Income

Jan 24 2011

There’s an industry rag I read weekly called Investment News.  Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…

Check Off These Items on Your Checklist

Dec 13 2010

No waxing poetic this week. Just some bulleted items for you to add to your end-of-the-year craziness: Call your accountant if you…

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…

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