Latest Blog Posts for Trusted Expert Network

• New Rules and Laws for 09
  on Dec 30, 2008 in ira 401k 403(b) economic downturn epcu minimum distributions project Monika Templeman new tax law personal fiance retiremement Sy Goldberg tax exemption tax planning Taxes
  This week President Bush signed a new pension relief bill designed to help retirees by eliminating the required minimum withdrawals from their retirement plans. We can foresee many tax advantages that this bill will open up for our clients and people...
• Why Work with a Life Insurance Professional?
  on Dec 24, 2008 in insurance cfp independent insurance broker insurance agent life insurance long term care personal finance
  Our current financial situation will make any buyer of any new financial product think twice about what they are buying as well as the integrity of whom they are purchasing the product from. However what many people miss is the need to be be as equ...
• New Year, New Chance to Start Over
  on Dec 22, 2008 in Personal Finance balanced budget cfp credit cards economic collapse economy money management new years resolution personal finance reduce debts refinance saving and planning
  You know the drill. New Years is approaching and that means making your resolutions to improve on everything that didn’t go as planned. This year, however, we’ve all gotten a huge wake- up call and the need to regroup is far more urgent because...
• Is This The Right Time to Switch To A Roth IRA?
  on Dec 19, 2008 in ira cfp financial planning roth ira
  Overeating isn’t the only cause of acid indigestion during this start of the holiday season. The other reason is that investors are examining their year-end statements and seeing the dramatic decline in value in just the past twelve months. This is...
• A Deeper Look at Long Term Care Insurance - Video
  on Dec 17, 2008 in insurance assisted living cfp conseco insurance financial planning health insurance life insurance long term care long term care video retirement retirement planning wall street journal
  WELCOME WALL STREET JOURNAL READERS! Chances are pretty good that if you stay healthy eat right and take care of yourself you’ll get to live a long healthy life. The Trusted Expert in our network want to remind you that with longevity comes an..
• Inherited IRA’s and Creditor’s Rights
  on Dec 10, 2008 in Personal Finance beneficiary cfp inherited ira ira ira owner personal finance
  If an IRA owner dies and leaves his IRA to a nonspouse beneficiary, that is considered to be an “inherited IRA”. Example: John, an IRA owner, dies and the beneficiary of his IRA is his son Robert. Upon John’s death, then John’s deceased IRA...
• Maximize the Wealth for Your Future Generations
  on Dec 8, 2008 in Personal Finance annuity beneficiary cd certified financial planner cfp immediate annutiy inhertiance investments life insurance Taxes
  In today’s volatile investment climate, which you may have noticed, an Immediate annuity may be an excellent investment vehicle for the individual who wants to assume absolutely no market risk yet be provided with a guaranteed income for the re.
• 401k Focus Hold, Fold or Rethink?
  on Dec 4, 2008 in 401k certified financial planning cfp financial planning long term investments retirement
  Clients keep asking me if there is a silver lining beneath the market turmoil and believe it or not there is not one, but two. Just as the sky high gas prices forced us all to rethink our driving habits and our daily trips, the dramatic downturn in t...
• On Long Island December 1st? Check out our seminar
  on Nov 29, 2008 in Uncategorized
  If you are worried about the economic downturn that faces every American come see our experts this Monday at the Cinema Arts Center in Huntington. These are important times and tough decisions will need to be made, let us guide you. For More informat...
• We Can Do This…….
  on Nov 28, 2008 in Personal Finance accountant assets cfp economic crisis fdic financial planner personal finance
  Life seems to just get more challenging for all of us. Who could have predicted the economic crisis that our country is facing today? I am sure that we will all pull together as Americans and get through this crisis but we are in for tough times. W...

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