Articles & Publications

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2011 TAX RATES

2011 Tax Rates.pdf

PUBLICATIONS:
ABOUT SOFA-The Society for Financial Awareness-5Pgs.pdf

Charitable Giving Strategies -32 page booklet.pdf
Developing A Money Smart Retirement Plan-24 page booklet.pdf
"Reason For Living" by George Pessotti
Selecting the Best Estate Planning Strategies-32 page booklet.pdf
Strategies for Wealth Management-24 page booklet.pdf
The Income Reviver.pdf

ARTICLES:

6 Things You Might Not Have Known About Boomers.pdf
$7.21-Pay It Forward.pdf
2008 Social Security and Medicare Brochure.pdf
Annuities Are Heroes.pdf See Video tab for related video of the same name
Charitable Giving with Life Insurance-3 Page Article.pdf
Consumer Insights-An Uncertain Economy and Your Retirement Money.pdf
Dearth and Taxes - Gimme A Break.pdf
Insurers Face Increasing Federal Pressure-2 Page Article.pdf
Investing Your Lump Sum At Retirement-14 Page Article.pdf
New Trust Law Can Be A Boon To N.H. Businesses-2 Page Article.pdf
Protecting Pension Plan Assets Against Taxes and Risk-12 Page Article.pdf
Revocable Living Trusts - 2 Page Article.pdf
Talking Annuities to Women-Seizing the Ginger Rogers Moment.pdf
The Paper Trail-2 Page Article.pdf
Time CNN article-How Safe is Your Insurance Company.pdf
Time CNN article-Should You Worry About Your Insurance Company-Short Answer is No.pdf
Using Life Settlements for Charitable Giving-3 Page Article.pdf