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Resource Library
Resource Library
General Articles
Choosing and Evaluating Financial Professionals
Wealth Management for Individuals
Wealth Growth
Financial Planning – Helping You See the Big Picture
Six Keys to Successful Investing
How to Measure Your Risk Tolerance
The Benefits of Tax Advantaged Savings Vehicles
Handling Market Volatility
Saving for Retirement
Introduction to Retirement Planning
Impact of Inflation
Using Cash Value Life Insurance for Retirement Savings
2008 Retirement Planning Key Numbers
Wealth Protection
Asset Protection
Strategies for Annuities
Equity Index Annuity
Annuity Guaranteed Lifetime Withdrawal Benefit
Five Questions About Long-Term Care
Long Term Care as a Wealth Protection Planning Tool
Wealth Preservation
Investment Tax Planning
Tax Planning with Life Insurance
Irrevocable Life Insurance Trust (ILIT)
Installment Sales – Estate Freeze Technique
2007 Income Tax Key Numbers
Wealth Utilization
Investment Planning Throughout Retirement
Charitable Remainder Trust (CRT)
Charitable Remainder Annuity Trust (CRAT)
Charitable Remainder Unitrust (CRUT)
The "New Math" of Retirement Income Distribution
Wealth Transfer
Basic Estate Planning
Trusts
Customizing Trusts
Marital Trusts (A, B, & C)
Life Insurance and Estate Planning
Estate Freeze Strategies to Help Minimize Estate & Gift Taxes
Charitable Giving
2008 Estate Planning Key Numbers
Wealth Management for Business Owners
Retirement Plans for Small Businesses
Non-Qualified Deferred Compensation (NQDC) Plans
Business Uses of Life Insurance (qualified plans and coverage for key employees)
Family Business Succession Planning
Family Limited Partnership (FLP) – Business Succession Planning
Buy-Sell Agreements
Funding Your Buy-Sell Agreement with Life Insurance
Minimizing Taxable Value of Business (Estate Freeze)
White Papers & Case Studies
Sample Financial Plan
White Paper - How Traditional Investing Can Fail Baby-Boomers
Concept Paper - SPM's Unique Approach - Part 1 of 6
About SPM - Part 2 of 6
SPM Process - Part 3 of 6
Curian's Tactical Advantage - Part 4 of 6
Should I Stay - Should I Go? - Part 5 of 6
The Modern Annuity - Part 6 of 6