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Friday, April 30, 2010
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Retirement & Estate Planning
The content in this section is designed to provide critical knowledge to professionals serving clients that need assistance in creating retirement nest eggs that will generate income for life. This section also contains information useful to professionals with clients that need assistance in successfully passing along their financial assets to the next generation.
Are You Drowning Financially?
Phillip Cannella, President and CEO of the First Senior Financial Group speaks to correspondent Rich Scottoline about his “crash-proof retirement system” and his strategies to prevent drowning in a financial sea of risk.
Recent Retirement & Estate Planning Videos
Professor Ted Kurlowicz examines the details of Michael Jackson’s estate plan.
Professor Ted Kurlowicz explains how to handle a situation involving multiple wills.
Cindy Hounsell, President of WISER, discusses the resources provided by the organization.
Kevin Lynch, Assistant Professor of Insurance, discusses the varying expert opinions of our nation’s savings rate.
Professor Ted Kurlowicz provides an overview of the issues surrounding the late Gary Coleman’s estate.
Cindy Hounsell, President of WISER, discusses the investing confidence of women.
Tom Virkler, Director of CPS Advanced Markets discusses why there is no need for a loss in a life policy.
Jim Ivers III, ChFC®, Professor of Taxation, discusses planning strategies to help reduce the impact of upcoming tax increases.
Tom Virkler, Director of CPS Advanced Markets explains the circumstances for unrealized losses in a life policy.
Cindy Hounsell, President of WISER, discusses how women “lose out” financially during their lives.