Financial Topics Newsletter

February 2010   Friday, September 3, 2010
Easing into Retirement
For most of your working life, you've looked forward to the day when you can quit your job and start enjoying retirement. But in recent years, talk of longer life expectancies, uncertain Social Security benefits, declining pension benefits, unknown inflation rates, and low retirement savings made retiring at a relatively young age seem difficult.
[FULL ARTICLE]
 
Watch Out for These Estimating Mistakes
When determining how much to save by retirement age, several variables must be considered, some requiring estimates that will span decades. Three of the most significant estimating mistakes to watch out for are...
[FULL ARTICLE]
 
Finding Money to Save
Everyone knows that they should be saving at least 10% of their gross income for retirement, but that can seem like an impossible goal after paying all your bills. However, don't just figure that goal is unachievable without first looking at the after-tax cost.
[FULL ARTICLE]
 
Avoid These Life Insurance Mistakes
Life insurance can be used for a variety of personal and estate planning needs. To ensure your life insurance policy meets your needs, watch out for these common mistakes...
[FULL ARTICLE]
 
Updating Documents
Whether this is your first, second, or subsequent marriage, take a look at major legal documents to see if changes are needed. Even if you've been married for a while, it's not a bad idea to review estate planning documents, asset ownership, assets with beneficiaries, and business arrangements.
[FULL ARTICLE]
 

Still advocating for business owners, their families, their firms.....

Over 80 years of collective experience have prepared our uniquely qualified team to guide and assist you in meeting your financial needs.

Feel free to contact us via e-mail at
rmcpherson@finsvcs.com
or visit our Web site
www.epgservices.com
 

SUBSCRIBE

Feel free to enter a friend’s e-mail address to receive a free copy of my newsletter. You can also remove your name from my mailing list by clicking the remove button.


Add a friend’s name
Remove your name
Send as HTML
 

ARCHIVE
January 2010
December 2009
November 2009
October 2009
September 2009
August 2009
July 2009
June 2009
May 2009
April 2009
March 2009
February 2009
January 2009
December 2008
November 2008
October 2008
September 2008
August 2008
July 2008
June 2008

[MORE]
Published by Executive Planning Group
Copyright © 2010 Executive Planning Group. All rights reserved.
A DIVISION OF UFINANCIAL. Securities, investment advisory, and financial planning services offered through Registered Representatives of MML Investors Services, Inc., member SIPC, 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011, (717) 760-5342 or (717) 763-7365. Executive Planning Group is not a subsidiary or affiliate of MML Investors Services, Inc.

Some information provided in this newsletter was prepared by Integrated Concepts. This newsletter intends to offer factual and up-to-date information on the subjects discussed, but should not be regarded as a complete analysis of these subjects. Professional advisers should be consulted before implementing any options presented. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.

TELL A FRIEND