Tag Archives: Ian Filippini

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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The Skyrocketing Cost of College-By Ian Filippini

Despite a decade of low inflation, the price of higher education has seemed to defy gravity. According to The College Board, a not-for-profit membership association whose mission is to help students and parents prepare and pay for college, tuition and … Continue reading

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Qualified Retirement Plans for Small Businesses By Ian Filippini

Ian Filippini is a young president of Montecito-based Filippini Financial Group(i.e. Filippini Financial Group, Inc.). Filippini Financial Group, Inc. a true wealth management advisory firm, we understand our clients desire one full-service group they can turn to for all of their financial needs. Continue reading

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