Posts Tagged ‘financial strategy’


Is America Prepared to Retire?

Icon Provided by Joseph Regenstein IV, CMFC on November 13, 2009

Two-thirds of us have no financial plan. 64% of Americans have no financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it. That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by the Certified Financial Planner Board of Standards, Inc. (The survey collected data from [...]

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Tags: financial advisors, financial goal, financial strategy, incomes, Personal finance, retirement, Retirement Planning


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on November 4, 2009

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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Tags: beneficiaries, beneficiary, business owner, business owners, death benefit, financial strategy, key person insurance, life insurance coverage, life insurance policy, sretirement planning