Henry Montag, CFP, CLTC |
November 13th, 2008
Whether you’re an individual or a company saving premium dollars is always a good idea only sometimes we don’t look as closely or care as much when
times are financially less troubling than they are today. Ive been in the Insurance business for 32 years and it goes without saying that when the price of our homes and investments are increasing in value people are less inclined to go out of their ways to look for ways to save money on their Insurance expenditures. However as soon as we hit an
Lee Rosenberg, CFP |
November 11th, 2008
We’ve all heard the joke that the stock market has dropped so much in value, 403Bs are now called 203Bs. Unfortunately, it’s no laughing matter and the question on everyone’s mind is, what to do? 
I’m happy to tell you that in spite of the economic gloom and doom, there is some great news to report. Effective January 1, 2009, and for the first time in forty years, there are new mandated regulations and reforms that will both greatly expand your investment choices and allow you the flexibility to customize your portfolio with an enticing range of asset allocations.
Gerard Simonelli, CFP |
November 7th, 2008
Are you familiar with the 529 plans? They have become quite popular because of the benefits they offer college bound students but what do you need to know. Find the 4 reasons below:
Control- Unlike UGMA’s (Uniformed Gift to Minors Account) you never lose control of the assets as the
Henry Montag, CFP, CLTC |
March 30th, 2008
In today’s volatile investment climate, which you may have noticed, an Immediate annuity may be an 
excellent investment vehicle for the individual who wants to assume absolutely no market risk yet be provided with a guaranteed income for the rest of their lives. With the assurance that it will be significantly higher than what could be earned in a CD. I suppose a favorable tax treatment wouldn’t hurt either right?
