Our February 2011 Newsletters are posted and available from our Resources page. Here are the direct links to each of our current newsletters: Financial Facts Retirement Readings Estate Ideas Business Briefs Cona Financial Group’s Notes – News – Views Happy reading. As always, your feedback is welcome.
Business Owners: Do you have a plan?
Posted on January 29, 2011 By
I had a meeting last week with some business owners and I recommended a book to them that I think should be on every business owner’s book shelf: The One Page Business Plan for the Creative Entrepreneur by Jim Horan. If you own or run a business, take a look at this book. It’s easy [...]
Are Your Retirement Savings On Track?
Posted on January 28, 2011 By
A big part of the comprehensive financial planning process is retirement planning and one of the most frequently asked questions in retirement planning is “How much money do I need to have when I reach retirement in order to live comfortably?”. Some people have a very good idea of how much they will need, while [...]
Top 7 Things to Consider When Buying Life Insurance
Posted on January 18, 2011 By
How much death benefit do you want, need, and qualify for? Who or what are you trying to protect? What do you want your life insurance to do for you? What is your current income and net worth? What effect will inflation have on the purchasing power of my death benefit? What type of policy [...]
New Year’s Resolutions and Your Money
Posted on January 13, 2011 By
What New Year’s resolutions have you made for 2011? Do any of them involve getting a handle on your financial plans?
What Kind of Life Insurance is Best?
Posted on January 10, 2011 By
Here is the first order of business when thinking about life insurance coverage in most situations: death benefit. “What ‘kind’ of insurance is ‘best’?” is a distant second on the “importance” scale. Anyone who says otherwise has an agenda and/or is just flat out wrong. So first and foremost, let’s say that you are a [...]
New Carpet in the Office!
Posted on January 4, 2011 By
I just wanted to give a quick shout out to Basem at Carpet City. He had his crew install new carpet in my offices (as well as my wife’s offices right next door) and they did a fantastic job. They were able to get everything done in one day (a very long day!) and the [...]
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