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“As Goes Small Business, So Goes The Nation”

Small businesses are a staple in our society.  “They are the heart of America.” “They are the epitome of the American dream.” So on and so forth… Well for the past few years they have had a rough go of...

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State Pension Debate: Black, White & A Whole Lot of Grey

It comes as almost no surprise that states governments are getting hit in their pocketbooks throughout the recession just as everyone else is.  The difference is, state governments often have a lot...

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Retention levels higher for employers with defined benefit plans.

President George W. Bush signs into law H.R. 4, the Pension Protection Act of 2006, Thursday, Aug. 17, 2006. Joining him onstage in the Eisenhower Executive Office Building are, from left: Secretary...

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How To Financially Prepare for Entrepreneurship

Everyone wants to be their own boss, make the rules, stop living under the proverbial “man,” but it can be a scary plunge to take.  Owning your own business requires financial responsibility and risk...

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Clik here to view.

The Great Annuity Rip-Off.

The brokerage firms, banks and insurance companies have a product for every situation. Right now the situation is fear and they feed this fear with ‘safe’ products. These firms make money when money...

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Image may be NSFW.
Clik here to view.

The 401(k) On Steroids

When the demographics of a business are right the defined benefit hybrid plan is a great option for many small business owners as well as professional service firms. Assets in a qualified retirement...

View Article

Image may be NSFW.
Clik here to view.

Get Beneficiary Designations in Order

Regulations are changing everyday. Individuals need to review their beneficiary designations regularly. This should occur automatically when a life changing event happens. Remember some vehicles over...

View Article

Image may be NSFW.
Clik here to view.

Is It Time to Consider a Cash Balance Plan?

Many small business owners and professionals have delayed saving for retirement for a variety of reasons. The cash balance plan or other hybrid defined benefit plans might be the solution. Depending...

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Image may be NSFW.
Clik here to view.

Step-Children Are Not Beneficiaries (Unless They Are)

Why do individuals forget about their financial planning? Will it magically fix itself? Don’t let this happen to you and your family. English: Seal of the United States Court of Appeal for the Fifth...

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Clik here to view.

The Hidden Danger That Could Destroy Your Savings

Hire an objective financial professional to help you protect your assets from speculators and the government. English: Power of attorney for Abram Ioffe by Vladimir Lenin to represent USSR with...

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Image may be NSFW.
Clik here to view.

“As Goes Small Business, So Goes The Nation”

Small businesses are a staple in our society.  “They are the heart of America.” “They are the epitome of the American dream.” So on and so forth… Well for the past few years they have had a rough go of...

View Article

Image may be NSFW.
Clik here to view.

State Pension Debate: Black, White & A Whole Lot of Grey

It comes as almost no surprise that states governments are getting hit in their pocketbooks throughout the recession just as everyone else is.  The difference is, state governments often have a lot...

View Article

Image may be NSFW.
Clik here to view.

Retention levels higher for employers with defined benefit plans.

President George W. Bush signs into law H.R. 4, the Pension Protection Act of 2006, Thursday, Aug. 17, 2006. Joining him onstage in the Eisenhower Executive Office Building are, from left: Secretary...

View Article


Image may be NSFW.
Clik here to view.

How To Financially Prepare for Entrepreneurship

Everyone wants to be their own boss, make the rules, stop living under the proverbial “man,” but it can be a scary plunge to take.  Owning your own business requires financial responsibility and risk...

View Article

Image may be NSFW.
Clik here to view.

The Great Annuity Rip-Off.

The brokerage firms, banks and insurance companies have a product for every situation. Right now the situation is fear and they feed this fear with ‘safe’ products. These firms make money when money...

View Article


Image may be NSFW.
Clik here to view.

The 401(k) On Steroids

When the demographics of a business are right the defined benefit hybrid plan is a great option for many small business owners as well as professional service firms. Assets in a qualified retirement...

View Article

Image may be NSFW.
Clik here to view.

Get Beneficiary Designations in Order

Regulations are changing everyday. Individuals need to review their beneficiary designations regularly. This should occur automatically when a life changing event happens. Remember some vehicles over...

View Article


Image may be NSFW.
Clik here to view.

Is It Time to Consider a Cash Balance Plan?

Many small business owners and professionals have delayed saving for retirement for a variety of reasons. The cash balance plan or other hybrid defined benefit plans might be the solution. Depending...

View Article

Image may be NSFW.
Clik here to view.

Step-Children Are Not Beneficiaries (Unless They Are)

Why do individuals forget about their financial planning? Will it magically fix itself? Don’t let this happen to you and your family. English: Seal of the United States Court of Appeal for the Fifth...

View Article

Image may be NSFW.
Clik here to view.

The Hidden Danger That Could Destroy Your Savings

Hire an objective financial professional to help you protect your assets from speculators and the government. English: Power of attorney for Abram Ioffe by Vladimir Lenin to represent USSR with...

View Article
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