Archive for April, 2009
Life’s Too Short – 10 things to do before you die
My assistant loss a dear friend of many years today and as I was looking and planning for a new blog entry, I ran into this article. This loss and my upcoming birthday – drives reflection. I have been involved in the Insurance industry for more than 40 years. I have seen many people [...]
April 22, 2009
Tags: Financial, financial future, insurance, money, Pension, Retirement Posted in: Financial, Retirement, insurance 
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IRS offer in compromise is a last resort, but can help with IRS tax relief
By: Fabiola Groshan If you are falling behind in what you owe the federal or state government in taxes, you may find that you are in a situation that is not beneficial to you. There is nothing more stressful than knowing that you have a tax payment plan set up for you to be able [...]
April 9, 2009
Tags: tax laws, taxes Posted in: taxes No Comments
Retirement Gap™
What is the Retirement Gap™? It is the distance between what you will need for the Retirement you want and what you currently have. Your gap is based upon your numbers that get measured by our “Retirement Gap Calculator”™ What are the causes of the Retirement Gap ™? Life Expectancy – Male into 80’s, Female [...]
April 6, 2009
Tags: 401k, Financial, inflation, Pension Plans, Retirement, retirement gap, Social Security, taxes Posted in: Educational, Financial, Retirement 2 Comments
