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Tag: Retirement

Business Insurance

10,000 “boomers” are turning 65 every day-- something that will continue to happen for the next 18 years. Many of these boomers who are at or approaching retirement age, whether that means 65 or maybe 72, are small-business owners and the majority of them currently have no business succession plan in place. Most are counting on the proceeds from selling their business to partners, family...

By the Numbers

UP TEN OVER TEN - The national debt of the US government rose from $6.783 trillion on 9/30/03 to $16.738 trillion on 9/30/13, an increase of $9.955 trillion over the last 10 fiscal years (source: Treasury Department AUTOPILOT — Some of the spending by the US government increases automatically year-after-year with no required input from Congress. These "automatic stabilizers" increased federal spending by $422 billion...

Protect the Economic Contributions of Key People to Your Company with the Right Insurance Choices

The death or disability of a key person often creates economic hardship for a business or nonprofit organization, but life and disability insurance can ease the financial burden caused by the permanent or temporary loss of such an employee. Insurance on the life or health of a key individual whose services are essential to the continuing success of an enterprise, and whose death or disability...

5 Great Ways to Spend Your Tax Refund and Improve Your Financial Health

Nearly three-fourths of all 2012 individual tax returns will generate a refund with an average amount of $2894. So what will you do with that refund check?  While it’s tempting to spend that money on some of your wish list items, take a moment to learn how you can improve your financial health with some or all of that refund.  Pay down debts.  Put that...

Lessons We Can Learn From Ducks

When you see a duck swimming in a pond, they appear calm, as if they are gliding on the surface with ease.  However, if you look below the water, you see the constant effort it takes to propel the duck forward.  The trick is to make it look easy, while underneath they are paddling like mad. • They are diligent Ducks sleep with one eye open...