Latest Blog Posts for The Role of Life Insurance in an Estate Plan -by Ian FIlippini

• Budgeting Basics by Ian Filippini
  on Feb 2, 2011 in Bussiness
  Let’s face it: Nothing in life ever goes exactly as planned. And that goes double for money matters. How many times has this happened to you? Just when you think you finally have some breathing room in your budget, an … Continue reading &...
• Implementing a Cafeteria Plan in Your Business-Ian Filippini
  on Jan 16, 2011 in Uncategorized
  Internal Revenue Code 125 allows an employer to implement an employee benefit plan, which allows employees to select the benefit programs they prefer. The plan offers two or more options and the employee chooses the option most appropriate for him &#...
• The Role of Life Insurance in an Estate Plan -by Ian FIlippini
  on Dec 28, 2010 in Bussiness 'filippini wealth management westlake' estate Ian Filippini insurance liquidity owner plan
  Life insurance can play an important role in your estate plan. It is often necessary to support your family after your death or to provide liquidity. Not only do you need to determine the type and amount of coverage you … Continue reading ͛...
• Planning for The “Golden Years”-by Ian Filippini
  on Dec 17, 2010 in Bussiness golden Ian Filippini income planning retirement years
  Montecito-17 Dec 2010-There’s a saying that if you have your health, you have everything. Well, that’s not exactly true – without adequate resources, you could enjoy a long, healthy retirement at a far lower standard of living than...
• Year-End Financial Planning: A Checklist-by Ian Filippini
  on Dec 5, 2010 in Bussiness balance sheet cheklist financial planning Ian Filippini insurance security cards Tax
  The best financial decisions are made with the benefit of time, thoughtful consideration, and trusted professional advice. As tax time approaches, take the time to prepare for sound long-term financial decisions and minimize expenses, taxes, and the...
• Mutual Funds: From Mystery to Mainstay-By Ian Filippini
  on Nov 25, 2010 in Bussiness Ian Filippini invester mainstay mutual funds mystery
  With more than 10,000 mutual funds now available, and most working Americans contributing to them via their employer-sponsored plans, mutual funds are no longer the mystery they once were. Instead, they’re the mainstay of many family’s in...
• How Capital Gains from the Sale of a Home Are Taxed-By Ian Filippini
  on Nov 17, 2010 in Bussiness capital cost gains residence Tax
  For most of us, our home represents our largest asset. Over time, the management of this asset can make a big difference in our overall financial outlook. One of the largest planning opportunities home ownership brings is the favorable tax … Co...
• Create a College Funding Strategy – By Ian Filippini
  on Oct 27, 2010 in Bussiness
  With all the other expenses competing for your monthly income – mortgage, car payment, 401(k) plan contribution, and the like – carving out a small sum of money to save every month for college isn’t easy. However, the earlier you &#...
• The Skyrocketing Cost of College-By Ian Filippini
  on Oct 19, 2010 in Uncategorized financial Ian Filippini money Tax time
  Despite a decade of low inflation, the price of higher education has seemed to defy gravity. According to The College Board, a not-for-profit membership association whose mission is to help students and parents prepare and pay for college, tuition an...
• Deferring Compensation By Ian Filippini
  on Sep 14, 2010 in Uncategorized
  Financial planning means something different to everyone. For some, it's about getting by month to month on their paycheck, for others it's about watching how their stock portfolio performs each day. Continue reading →...

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