December 2002
Reward Your Key Employees and Yourself with Splitdollar Insurance
Article outlines how split dollar insurance can reward and retain key employees, how it works and cost recovery options.
Simple IRA – A Small Business Owner’s Retirement Plan Workhorse
Article outlines the key features and limitations of the SIMPLE IRA, the advantages to the small business owners vs. the 401(k) Plan, and funding options with variable annuities
February 2003
Becoming Successful Takes Hard Work
Article discusses the benefits of a company funded 419 Welfare Benefit Plan, the importance of rewarding and retaining key employees, and protecting personal and business assets should there be a premature death of a key employee.
March 2003
A SERP for super employees – what can make a SERP so super
Article explains why a SERP is targeted to the very top employee(s), how it works, it's simplicity, cost effectiveness and the payment options that include using Company Owned Life Insurance (COLI).
June 2003
Planning for a Comfortable Retirement: The 412(i) Solution
Article highlights the benefits of choosing a defined benefit plan, 412(i) over defined contributions plans such as the 401(k). Article outlines qualifications and mechanics of the 412(i).
July 2003
Protecting and Preserving Your Business for the Future
Article addresses the need for buy/sell planning -- in particular planning using the Partnership Administration Succession Strategy (PASS).
August 2003
The Benefits of Life Insurance Protection
Article explains why life insurance does more than provide financial security in the form of a death benefit - it explains the benefits of permanent life insurance while insured is still alive.
September 2003
Are you Protecting Your most Valuable Asset?
Your ability to work and earn a living is your most valuable asset. Most of your income is earned income. When you stop working, your income stops. When protecting your most valuable asset, you should ask yourself, "How long could I live on my savings if my income stopped this very second?"
October 2003
Estate Planning: It’s not just for the wealthy
Article outlines who may be liable for estate taxes and the necessary steps that one should take to plan for their future estate tax issues.
November 2003
The Advantages of Saving Sooner
Article explains advantages of saving sooner for retirement.
December 2003
An overview of this employer sponsored retirement savings vehicle and what to do (or not to do) if you leave the company that sponsors your plan.
The hows and whys older women are saving or have saved less for retirement, and an explanation of financial options that are available to help to foster savings and security for your future.
May 2004
Saving for Retirement...Are you Doing All that You Can?
This article discussed retirement plan options and contribution limits and changes to those limits.
September 2005
Protecting - and Providing for - Loved Ones
Financial Planning for Single Moms
Article reviews the insurance - including health and disability - and savings/investment strategies to help single moms prepare for the future.
This article outlines the stages people pass through during their financial lifetime.
This article explains how to reward and retain your best employees through the use of selective benefits.
December 2005
The Perfect Investment
Wouldn't it be nice to find the perfect investment? People turn to financial professionals to help them find the "real deal". This article gives an idea of just what such an investment might look like.
January 2006
Check Your Fiscal Fitness
Test your "fiscal fitness" and determine whether it's time to revisit, revamp your curent plan or implement a new one.
March 2006
Estate Planning Tools
Find out what you need to know when planning your estate. The article discusses wills and trusts, power of attonrney and living wills to name a few.
April 2006
Protecting and Providing for Loved Ones - Life Insurance for Single Moms
This article addresses the special needs of single parents especially in regards to life insurance coverage.
July 2006
Using Life Insurance to Meet Business and Personal Objectives
Find out how life insurance can protect, add value and ensure succession of your business.
August 2006
The ABC's of Buying Life Insurance
Shopping for life insurance is seldom very high on most people's "to do" list. Still, when it comes to protecting themselves and their families, it is important. So how do you determine how much and what kind of life insurance is right for you? This article explains.
How charitable giving can play an important roll in your estate and financial planning.
The objectives, types and benefits of having Mortgage Protection Life Insurance.
Copyright © 2007 Jeffrey S. Hahn & Associates
