(856) 235-6300


Home » Page 2


Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

The Importance of Tax Planning

April 15th Looms/The Importance of Tax Planning/ Uncommon Thinking   How are these 3 topics tied together?  Everyone hates paying taxes! Reducing exposure to taxes is a top concern for most Americans.  Taxes and financial planning are closely tied together.  Many financial planning decisions are either driven by tax considerations or have tax implications. The […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

4 Key Findings about Women and Financial Advice

March is National Women’s History Month In 1987, Congress passed Pub. L. 100-9 designating the month of March as Women’s History Month to highlight the contributions of women to events in history and contemporary society. Today, women own 1/3 of all companies. The number of women that are the primary bread winners in their home has tripled in […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

How to Create Lifetime Income

Want to Retire Successfully? 12 Rules to Creating Lifetime Income Before Or After We Retire  Financial success = 2 four letter words-WORK and SAVE. Cash flow governs our decisions. Inflation is the silent killer of cash flow, and must be included in each of our plans. Each of us will live on less in retirement if […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

Spring Clean Your Finances

    It’s time to throw open the windows and start the annual spring cleaning of our house.  But have you thought about spring cleaning your finances?    The 8 tips below are a great place to start!   Start with your budget.  Take an afternoon to go over your spending during the past few months. Do […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

Increase Your Income During Retirement

Would any of us get on an airplane if we knew it didn’t have enough gas to get us to our destination? Of course not! When we retire, will our income stay the same? Will it grow to keep pace with inflation? Will there be enough “gas” in our retirement account? At retirement, we don’t […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

Tips for End-of-the-Year Charitable Giving

Thanksgiving was a time to reflect on all that we have, be grateful and enjoy family.  But as the calendar turns to December, we begin to think about which charities we are going to contribute to before the year’s end. On November 17, the IRS released 6 suggestions to insure successful year-end charitable giving: 1. […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

A Great Gift!

“A SOCIETY GROWS GREAT WHEN OLD MEN PLANT TREES WHOSE SHADE THEY KNOW THEY WILL NEVER SIT IN.” – ANCIENT GREEK PROVERB Should I Buy Life Insurance for My Children or Grandchildren? When we buy life insurance “for” our children or grandchildren, we are providing them with a gift that will help form the foundation for financial […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

Time to Review Your Beneficiaries

The Danger in Neglecting Beneficiary Designations To be sure our financial accounts and insurance payouts at our death go to the people we want, it is so important that we choose and update our beneficiary designations – a loved one, a charity or an institution. Sometimes life gets in the way and we forget to change our beneficiary designations […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

Business Succession Made Simple

Simplified Business Succession with Term Life Insurance   Most often, the greatest asset to a business owner is the business itself.  A critical part of ensuring a comfortable retirement for the business owner is getting the most value out of the business that he or she can.  Life Insurance can play a key role in making […]

Read More

Warning: Use of undefined constant url - assumed 'url' (this will throw an Error in a future version of PHP) in /homepages/34/d517608919/htdocs/temp/WordPress/MFG1/wp-content/themes/appointwaytheme/functions/inkthemes-functions.php on line 189
Post Image

Who’s Winning the Lifestyle War?

Current Lifestyle vs. Future Lifestyle: Who’s Winning the War? For most of us, the amounts designated for funding our current and future lifestyle are not embedded in our consciousness. The fuzziness about how much money is allocated to each reflects two “facts-of-life” we all face: Most future financial success plans are constructed haphazardly. Sometimes one […]

Read More