Posts Tagged ‘financial strategy’


It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 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 December 9, 2011

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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Is America Prepared to Retire?

Icon Provided by Joseph Regenstein IV, CMFC on September 9, 2011

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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