Articles
Denise and Doug Clelan have written and published a variety of articles. Those found on this page are a portion of them.

• Financial Planning - Distribution Planning
• Maximizing Your 401K Through a Safe Harbor
• Knowing When to Reassess Your Company's Retirement Plan
• The Gift of Life Insurance
• Long-Term Care: Crisis Looming
• Insurance in the Current Estate Tax Environment
• Don't Overlook the Benefits of Life Insurance
• An Alternative to Employee Stock Transfers
• Creative Uses of Life Insurance for the Business Owner
• An Important Time to Revisit Your Life Insurance Products
• Beware: Deferred Compensation Plans May Not Be What You Think

e-Newsletters
Below you'll find our latest e-Newsletter archives.

First Quarter 2010

• If Not Now, Then When?
• Will Your Assets be Protected on the Road to Economic Recovery?
• "I've been hearing a lot about retirement income planning.  What is it, and why should I consider it?"
• Retirement Issues to Watch in 2010

Second Quarter 2010

• Health Care Reform: How Does It Affect You?
• Health Care Reform: How Does It Affect Businesses?
• The Sandwich Generation: The Pickle in the Middle
• Got Stock? The Long and Short of Capital Gains
• Evaluating Risk in Your Portfolio