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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When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

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An IRA is not really an investment in itself, but rather a special type of account that can be invested in thousands of ways.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

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