July 01, 2003

Legacy Solutions 355 Gemma Circle Santa Rosa, California 95404-2733 707-539-0241 www.legacysolutions.net [email protected] Year firm began: 1997 Number of consultants in office: 1 Number of clients: Usually 3-4 clients at any given time; has...

July 01, 2003

If the economy does not get a jumpstart from front-loaded cuts in the Jobs and Growth Tax Relief Reconciliation Act of 2003 and make the...

July 01, 2003

The revelation came to Joe Kopczynski some years ago. "I had the unexpected trauma of having a very large client die and having the account...

July 01, 2003

While the United States has won the shooting war in Iraq, uncertainty still abounds in the rebuilding of that country and in fact throughout the...

July 01, 2003

Summertime, and the livin' is easy.... Or is it? Some people have a hard time making space for the people and leisure activities they love...

July 01, 2003

Traditionally, financial planning is a lonely profession. Perhaps that's why we get relatively high attendance at industry gatherings. Today, sole practitioners represent well over 70%...

July 01, 2003

Variable annuities suffered a blow last month when President Bush's new tax law, the Jobs and Growth Tax Relief Reconciliation Act of 2003, failed to...