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Guggenheim Life
Preserve MYGA 10 (250k)

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American National
Palladium Century 7

First Year Interest Rate
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Midland National
Guarantee Ultimate 5 (200k)

Five Year Guaranteed
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About half of Americans spend more time planning for their annual vacation than thinking about retirement funding. 1

1. Boston Globe, November 6, 2005

Will you outlive your retirement income?  How much liability insurance should you have? Should you add stocks to your portfolio?  Are your financial expectations for the coming year realistic?
Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.  We've chosen several articles from the most recent issues of our newsletters for you to review.  Simply click on one of the newsletter topics below to read the article in its entirety.

2007 Newsletters

bullet Disability Happens
bullet Paying for College
bullet In It for the Long Haul
bullet Do the Most Good
bullet Did You Miss the News?
bullet The Future of Your Taxes

bullet Retirement Needs
bullet Mutual Funds
bullet Life Insurance Myths
bullet Identity Theft
bulletA Well-Rounded Portfolio
bullet Surprising Inflation

bulletGrowth vs. Value Stocks
bullet New Tax Law Information
bullet Prescription for Healthy Finances
bullet Roll into Retirement
bullet Current Inflation
bullet Outlook 2007

2006 Newsletters

bullet Passing the College Test
bullet Benefit from a Trust
bullet Appetite for Income
bullet Social Security
bullet Giving Back to the Community
bullet What About the Rest of the Market?

bullet Too Much, Too Soon
bullet Guarantees You Can Live With
bullet Your Estate and Your Family
bullet Inflation-Proof Your Portfolio
bullet Common Stock vs. Preferred Stock
bullet All's Quiet on the Economic Front, But a Storm is Brewing

bullet Fiduciary Kid Stuff
bullet Step on the Bond Ladder
bullet Retirement Overconfidence
bullet Long-Term Care
bullet Continuing Family Business
bullet Population Clock Ticking Upward

bullet Procrastination: Your Costly Foe
bullet Life Insurance for Living
bullet Wealth in Retirement
bullet College Funding Options
bullet Understanding the Laffer Curve
bullet Got Life Insurance?

bullet Cash, Now What?
bullet Retire Your Mortgage
bullet Get Something in Return
bullet He Said, She Said
bullet Surviving a Disability
bulletWhen Housing Markets Cool

bulletDon't Leave It to Luck
bulletMutual Funds
bulletA New Chapter for Retirement
bulletFAQs About Annuities
bulletRecord Dividends and Buybacks
bulletWill the Inflation "Cure" Kill the Markets?

bulletThe Insurance Test
bulletRoth IRAs
bulletGrowth vs. Value Investing
bulletMake the Most of Gift Giving
bulletSizing Up Your Salary
bulletOutlook 2006

bulletStick with It
bulletPreserve Privacy and Property
bulletA Portfolio to Retire On
bulletReduce Your Risk
bulletJobs Outlook
bulletInterest Rates All the Talk These Days

bulletSave More, Make More
bulletThe Longevity Paradox
bulletProtecting Your Wealth
bulletInflation Keeping You Up?
bulletBuy-Sell Agreements
bulletRethinking Cash

bulletWork, Retire, Repeat?
bulletPreparing for Long-Term Care
bulletRisk of Disability
bulletWhere Is Your Money?
bulletOil and GDP
bulletAre You Paying More Than Your Fair Share?

bulletInvesting In Your Business
bulletManaging Your Mutual Funds
bulletSingle or Steady?
bulletProtect Your Legacy
bulletA Matter of Maturity
bulletIs It Really Over?

bulletGet Ready for 2006
bulletDividend Investing Pays
bulletReturn of the Long Bond
bulletThe Appeal of Indexed Annuities
bulletCollecting Social Security
bulletMaking Sense of the Medicare Drug Benefit

   [2005]     [2004]     [2003]     [2002]

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