Category Archives: Bussiness

Budgeting Basics by Ian Filippini

Let’s face it: Nothing in life ever goes exactly as planned. And that goes double for money matters. How many times has this happened to you? Just when you think you finally have some breathing room in your budget, an … Continue reading

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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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Mutual Funds: From Mystery to Mainstay-By Ian Filippini

With more than 10,000 mutual funds now available, and most working Americans contributing to them via their employer-sponsored plans, mutual funds are no longer the mystery they once were. Instead, they’re the mainstay of many family’s investment portfolios. But if … Continue reading

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How Capital Gains from the Sale of a Home Are Taxed-By Ian Filippini

For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning opportunities home ownership brings is the favorable tax … Continue reading

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Create a College Funding Strategy – By Ian Filippini

With all the other expenses competing for your monthly income – mortgage, car payment, 401(k) plan contribution, and the like – carving out a small sum of money to save every month for college isn’t easy. However, the earlier you … Continue reading

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