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Personal and Family Archives - Business Planning Group

Personal and Family

  • SP Chart

    Dealing with Equity Market Risks

    Recently, equity investors have been pleased to see their equity investment values soar as the Dow Jones average has grown to over 20,000. Now, according to some well-known investors, the current equity market may be due for a harsh correction*. That’s the view of Mr. …

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  • Accumulating And Protecting Wealth Eggs1

    Accumulating and Protecting Wealth

    Our goal is to assist you in understanding the opportunities and potential rewards that are available when you take a proactive approach to your business and personal financial situation. Our strategy is to create customized financial solutions to handle your two distinct financial phases; the …

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  • Tax Free Income TCP1

    Tax-free income with Tax Conversion Plans

    As our government struggles with growing debt, large deficits and spending levels, tax rates will no doubt be reevaluated and adjusted. Now fixed at the lowest historical levels for the last 80 years, when tax rates do go higher, the benefits of financial planning for …

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  • Leveraged Premium Plans

    Funding the Future with Leveraged Premium

    Leveraged premium plans enable clients to leverage liquid assets to fund a life insurance policy. With a leveraged premium financing arrangement, the insured (or the insured’s trust or corporation) takes out a loan from a lender to pay the premiums on a life insurance policy. …

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