January 2014

Click here to view this month’s newsletter: Creative Wealth Maximization Strategies – January 2014

 

Below is a summary of the newsletter this month:

RETIREMENT INCOME: GUARANTEES VS. REALITIES

As some pension recipients are discovering, a guarantee cannot make the impossible possible.

 

LIFE INSURANCE FOR BUSINESS PARTNERSHIPS

How the unexpected death of a partner, and its potentially devastating repercussions, can be resolved with life insurance.

 

THE VERY PUBLIC DISCUSSION OF JAMES GANDOLFINI’S ESTATE

Why did James Gandolfini decide to make his financial affairs a matter of public record, when it could have been avoided?

 

STARTING THE NEW YEAR RIGHT: 2 ASSESSMENTS, 1 QUESTION

Why it makes sense to select a time in January to assess your financial position.

 

2013-14450

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Ashford Advisors is a General Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY.

Securities products/services and advisory services are offered through Park Avenue Securities, LLC (PAS),  member FINRA, SIPC.  Two Ravinia Drive, Suite 750, Atlanta, GA 30346, 770-390-2600.

PAS is an indirect, wholly owned subsidiary of Guardian. Ashford Advisors is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors is not an independent registered investment advisor.

Important Disclosures