Archive for the ‘Financial’ Category

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: , , , , ,   Posted in: Financial, insurance, Retirement  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: , , , , , , ,   Posted in: Educational, Financial, Retirement  One Comment

Creative Action – Can it Breed Financial Success?

There is much conversation about finances these days.  Is the glass half full or half empty.  It is tragic for people that are faced with job loss, company closures, and for some the result is losing their homes.  It is not something I take lightly, I do what I can to encourage those that seek [...]

April 2, 2009  Tags: , , , , , ,   Posted in: Educational, Financial, Money Management, taxes  No Comments