Monthly Archives: September 2011

Qualified Plans

Does anyone outside the industry really know what financial folks mean when they mention “a qualified plan”?  What makes it qualified?  Why is it called qualified? Who qualifies it? How does it qualify?  What plan? When I was a novice … Continue reading

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The Orchard

Chekhov had the Cherry Orchard.  I have Eastmont Orchards and Battleview Orchards.  Before my retirement I never took advantage of these local farms that offer “pick your own” opportunities during the growing season. That was a mistake.  There is no … Continue reading

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George D. Brenner, Esq.

I first met George Brenner in 2005 when I was producing educational audio and video conferences for the Society of FSP.  George had written an article for the Journal of FSP about retaining life insurance under the new estate tax … Continue reading

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