Financial Planning

What are your life goals?

IRS Estate Planning and Pension Plan Limits for 2013

How much you can save for retirement and gift to your heirs is changing in 2013. Add a comment

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National Save for Retirement Week

This week, October 21-27, is National Save for Retirement Week. Are you saving enough?

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Consumer Choice in Health Care

The healthcare industry in America can be called many names, but one of them is not “free-market.” Read on to watch the video.

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Do You Need Tax Deductions?

Do you have a tax problem? It is ironic that having a tax problem is a good thing, when compared to the alternative. Fortunately, there are options available to minimize your tax bill.

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$1.5 Billion Per Day

Life Insurance: How important is the life insurance industry to America? The industry pays out $1.5 billion in benefits per day.

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Commissions vs. Salary

One of the never ending debates in the financial services industry is how to compensate salespeople. On one end, there's commissions, and on the other end, there's a straight salary. Which one is better?

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IRS Announces Pension Plan Limitations for 2012

Today the Internal Revenue Service announced cost-of-living adjustments that affects limitations for pension plans and other retirement-related items for Tax Year 2012. What this means to you: Larger income tax deductions!

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Brent D. Gardner, CLU, ChFC

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