Monthly Archives: May 2014

Don’t fall into these Social Security traps

(I find that MANY of the clients I work with are not aware that the income from their pensions and “qualified” savings plans (like 401k’s and IRA’s) will make their Social Security income taxable. This is one of the areas … Continue reading

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The IUL Advantage – Case Study 1

I’ve been talking to a potential client and would like you to check my math and give your opinion. This woman is a healthy 37 year old with a good job who will have a nice pension when she retires, … Continue reading

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