Archive content category ‘Finacial Planning’

07.29.11 Annuities: Are They Right for You? (The Basics)

Investing in employer-sponsored 401(k) and 403(b) plans are important for your future and security during retirement. Yet, contributions to these plans are limited and may not provide enough income during your golden years, especially if you begin saving later on in life. An annuity may be a viable option for your retirement financial security ANNUITIES [...]

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12.23.10 IRS Mileage Rate Change For 1-1-11 GDI Insurance

IRS announced the standard mileage rates to be used in 2011

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10.26.10 Systematic savings is the key to financial security

If you consider a 35 year old person saving just $100.00 a month… for 30 years at 6% interest (no risk of principle) at 65 that acount will grow to $100,000! Without risking principle!

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08.10.10 Personal Umbrella Liability Basics, Lorraine Azevedo GDI Insurance

For example, what if:
Your teenager runs a stop sign, causing a serious accident?
A deliveryman falls on your sidewalk and is seriously injured?
A babysitter is injured by your otherwise friendly dog?

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08.06.10 Taxes and Social Security Update 8-6-10

If you are looking forward to retirement and tax-free Social Security income, you might be surprised when the IRS comes around for a bite. Yes, way back when Social Security was a young program, President Franklin D. Roosevelt promised no income taxes would be exacted, but that promise ran out in the 1980s for some people whose income exceeds certain levels.

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08.06.10 Retirement Advisor Update 8-6-10

The stock market drops 50 percent and comes up 50 percent, so you are back where you started, right? Not so right. After a moment of thinking about it, you probably realized the real math does not add up that way, but consumers see it that way in their “mental accounting,” a phenomenon that affects how people spend, save and invest their money.

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06.18.10 10 Things Your Banker Won't Tell You!

      Ten Things Your BankerWon’t Tell You…  By Ellen Braitman      I   “You don’t really need us.”  These days, almost everything your bank offers, you can get through a mutual fund company or discount brokerage firm. Their asset-management accounts offer unlimited check writing, automatic teller machine cards, ATM cards, and credit cards. They [...]

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05.14.10 Home Inventory Check List, Call GDI For Yours Free

Free home inventory check list from GDI

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05.03.10 When was the last time you made certain all of the beneficiary statements you have created are still appropriate?

Free Beneficiary Review, and Legacy Planning Kit from GDI!

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