THE WEALTH STRATEGIST
January 29, 2007  Volume 2 | issue 4
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Choosing the Right Life Insurance

James Michaelis, CLU, ChFC

If you’re not in the financial services or insurance business, you can easily get overwhelmed with all the options of life insurance products available.  Do you want a policy that builds cash value, or do you just want to have insurance prote...

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Financial New Year’s Resolutions

David J. Goldberg, CRPC

New Year’s resolutions – don’t they seem as though they’re made to be broken?  It’s a discouraging thought, but what if you were able to buck that trend in 2007?  To increase your chances for success, here are a whole bunch of money-rela...

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Penalties for Underpayments of Tax Liability

Barbara A. Reilly, CPA, CSA

Have you ever been confused as to when you may be subject to underpayment of tax penalties?  Did you think that filing an extension to file would prevent you from paying interest on tax due?  Were you under the impression that filing an ...

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