Posts Tagged ‘business owner’


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on April 10, 2012

September is National Life Insurance Awareness Month When was the last time you looked at your life insurance coverage? Why not do it now? September is as good a time as any – in fact, this is National Life Insurance Awareness Month. The non-profit Life and Health Insurance Foundation for Education (LIFE) wants to awaken [...]

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Life Insurance Check-Up Time

Icon Provided by Joseph Regenstein IV, CMFC on February 29, 2012

September is National Life Insurance Awareness Month. Is your Life Insurance up-to-date? Life insurance is like the Swiss Army knife of estate planning: there are so many ways you can use it as you plan to pursue your goals. Whether you simply need to insure yourself or need to protect your estate through sophisticated planning, [...]

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The Cross Purchase Buy-Sell Agreement

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

Taking Care of Your Business After You’re Gone Business owners are builders. They spend their lives building a business that provides goods and services to their clients and provides themselves a living. But nothing can tear down that lifetime work faster than their own death, or the death of a business partner. Often, much of [...]

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Which Retirement Plan Suits You? UPDATED for 2011

Icon Provided by Joseph Regenstein IV, CMFC on October 11, 2011

Here’s an overview of the retirement plan landscape. All retirement plans are not the same. In fact, there is such a wide variety of retirement plans that it is worth it to read up on your choices. Here’s a brief look at the different plans and what they have to offer. The traditional 401(k). Most [...]

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Could Small Businesses Cope With Mandatory Health Insurance?

Icon Provided by Joseph Regenstein IV, CMFC on September 18, 2010

Provide employee health insurance, or pay a penalty? Small business owners worry about having to face that choice. That possibility moved a step closer to reality in mid-July, as three of five Congressional committees approved new legislation to remake American health care – legislation that could expand health insurance coverage to 46 million uninsured Americans, [...]

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