Category Archives: Wealth Protection

I Get Short-Term Disability Insurance as a Benefit at Work. Do I Need More Coverage?

By admin | Published: June 1, 2012

The need to purchase supplementary short-term disability insurance depends on a whether the coverage provided through an employer-based policy covers most of a worker’s living expenses. If there is a

Also posted in Affluent Families, Financial Planning, Insurance & Healthcare Information | Comments closed

Retirement Financing Risks

By admin | Published: October 14, 2011

As Americans live longer, the task of managing money after retirement gets more complex. A retiree in his or her mid-60s typically has a different risk profile than an individual

Also posted in Affluent Families, Financial Planning, Investment Topics, Retirement Issues | Comments closed

What Happens to My Retirement Assets in the Event of a Divorce?

By admin | Published: August 23, 2011

Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the spouse waives this right in writing. Assuming that you and your spouse adhered

Also posted in Affluent Families, Retirement Issues, Tax Topics | Comments closed

Do You Need Disability Income Insurance?

By admin | Published: August 2, 2011

The key to determining your needs is to assess how much you would be required to spend during each week or month that you would be unable to earn your

Also posted in Affluent Families, Business & Non-Profit Organizations, Insurance & Healthcare Information | Comments closed

Is Long-Term Care Insurance a Good Idea?

By admin | Published: July 15, 2011

There is a good possibility that you or your spouse will eventually require some form of long-term care. According to the U.S. Department of Health and Human Services, about 40%

What to Expect from Sudden Wealth

By admin | Published: November 5, 2009

What to Expect from Sudden Wealth By Donald L. Haisman, CFP® Our Informative Whitepaper Do not be surprised if you find it hard to handle how you should live now

Also posted in Articles from Our Experts, Financial Planning, Investment Topics | Comments closed

Financial Planning When the Diagnosis Is Alzheimer’s

By admin | Published: November 5, 2009

by Donald L. Haisman, CFP® He sounded very sad, after I phoned with good news. I could tell there was something he wanted to tell me. He said he was

Also posted in Estate Planning, Financial Planning, Tax Topics | Comments closed

Long Term Care Insurance and Financial Planning

By admin | Published: September 14, 2009

By Roger J Macaione Jr. CFP, CLU The possibility of a long term care need is much too great to ignore in assembling the pieces of a sound financial plan today.

Intelligent Investing: 5 Key Concepts for Investment Success Today

By admin | Published: August 31, 2009

By Donald L. Haisman, CFP© Get our free whitepaper by clicking here.

Also posted in Financial Planning, Investment Topics, News, Tax Topics | Leave a comment

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Category Archives: Wealth Protection

Financial Planning for Affluent Families

Financial Planning for Business & Non-Profits

About Us

Client Log In

Contact Us for Asset Management Advice

10 Questions to Ask Before Hiring a Financial Planner

Valuable Information for Affluent Families

Valuable Information for Businesses & Non-Profit Organizations

Disclosure Form: Click below to access