Monthly Archives: December 2010

The Role of Life Insurance in an Estate Plan -by Ian FIlippini

Life insurance can play an important role in your estate plan. It is often necessary to support your family after your death or to provide liquidity. Not only do you need to determine the type and amount of coverage you … Continue reading

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Planning for The “Golden Years”-by Ian Filippini

Montecito-17 Dec 2010-There’s a saying that if you have your health, you have everything. Well, that’s not exactly true – without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of living than you’d prefer! … Continue reading

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Year-End Financial Planning: A Checklist-by Ian Filippini

The best financial decisions are made with the benefit of time, thoughtful consideration, and trusted professional advice. As tax time approaches, take the time to prepare for sound long-term financial decisions and minimize expenses, taxes, and the headache of organizing … Continue reading

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