Market Watch

May 27, 2012 @ 01:36 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
10 Year Treasury Note 1.75- 0.01

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Business Planning Group of Florida
 
Partners

Bijan Mohseni, CFP®, MBA

David Townsend, CFP®

(Click on the name to review BIO)

The Business Planning Group of Florida provides comprehensive financial and retirement planning services for new and existing businesses with a systematic process to further help those clients with their individual retirement and insurance needs. Our consultants have many years of combined industry experience each focusing on specific areas of financial planning. From asset management to defined benefit plans, the Business Planning Group of Florida can help you with your retirement and financial needs.
 
 
Our Products and Services include, but are not limited to the following:
  • 401(k), 412(e), and Defined Benefit Plans
  • Executive Bonus Plans
  • Key Person Plans
  • Salary Continuation Plans
  • Deferred Compensation Plans
  • Retirement Plans
  • Buy-Sell Funding
  • Group Benefit Plans
  • Individual Life and Disability Insurance
  • Individual Retirement Planning
 
 
Our team of Financial Professionals will work with you to help structure a new plan or analyze your existing plan for potential improvements. To learn more about our partners click on the associates tab to read their profile. 
 
 
 

Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

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Calculators

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This calculator is designed to help you attach a dollar figure to your life’s work.

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Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

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