S’NOT A ROTH!!! — Planning to keep families in business (Fall 2008 Newsletter)

A couple of years ago I was meeting with a a client in his 50s who had chosen a substantial life insurance policy to protect his family while his business was in a very precarious growth mode. >>Read More




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For the past 30 years, Don has worked with family-owned companies to develop exit strategies for the owners, facilitate the transfer of the business to future generations, and, in some instances to create special employee groups to buy the companies. He currently serves a clientele in 36 states and 4 foreign countries. >>Read More

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It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

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One way to help manage interest-rate risk and cash flow from bonds is to construct a bond ladder.

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