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Blog

This blog discusses financial planning and wealth management topics that can help with money management for individuals, families and small businesses, as part of their overall retirement planning. Key topics will be: Investment Planning, Insurance Planning, Consumer Credit Management, Retirement Planning, Executive Compensation, Business Succession Planning, College Planning, Charitable Giving Strategies, Estate Planning and Investment Tax Strategies.

Thursday, March 10, 2016

We all know that people are living longer than ever before. Back in 1900, a typical white male would have expected to live to only 47 years of age Life Expectancy 1900-2000. Today, that same male could expect to live almost another 30...