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.