Posts Tagged ‘Risk Management’


The Creative Way to "Maximize" Your Pension

Icon Provided by Joseph Regenstein IV, CMFC on November 16, 2009

Here’s a move that might prove useful for you and your spouse. Are you wondering how to make the most of your pension? If you’re thinking about which income option to take, maybe it’s time to think outside the box. Here’s why. When most retiring public service employees meet with a pension administrator and look [...]

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Tags: financial expert, insurance decision, life insurance policy, lifetime, Pension, pension fund, pension income, pension payout, pensions, Personal finance, retirement income, Retirement Planning, Risk Management, survivor


Getting a Mortgage Today

Icon Provided by Joseph Regenstein IV, CMFC on October 30, 2009

What can you do to help yourself get pre-approved? Remember when getting a mortgage was easy? Now, you need pre-approval. So how can you increase your chances of passing that all-important test? You want a lender in your corner. Sellers and agents don’t want to waste their time working with a buyer who isn’t pre-approved. [...]

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Tags: approved loan, financial decisions, financial goals, Financial Planning, getting a mortgage, life insurance coverage, mortgage company, mortgage lender, mortgage options, pre approval, pre qualification, Risk Management, test the waters


Small Business Planning

Icon Provided by Joseph Regenstein IV, CMFC on August 31, 2009

Small Business Retirement If you’re self-employed or have your own business, you can have a small business retirement plan. It’s a great way to save for your own future, get tax breaks for your business and offer competitive employee benefits. Start by selecting the right small business retirement plan for you.

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Tags: assets, brokerage account, business expense, business owner, business owners, business planning, contribution limit, disability, employee benefits, employee contributions, employer contribution, employer contributions, exit strategies, inflation, insurance, investment choices, investment manager, IRA, irs, money, overhead expense, overhead expenses, participants, rainstone, retirement, retirement plan, retirement savings, Risk Management, Roth, roth ira, sole proprietors, succession plans