There are no secrets to success: Don’t waste time looking for them. Success is the result of perfection, hard work, learning from failure, loyalty to those for whom you work, and persistence.
~ General Colin Powell, U.S. Army (retired) ~
The Library Archive
We provide you with knowledgeable and independent advice and are committed to providing the highest quality of service in a timely manner.
2009
2008
- DecemberClient version - Keeping You Informed
- December10/8 Implementation Matters: “The Westward Way”
- DecemberArticle about the 10/8 CRA
- DecemberMatter of Facts - CRA "10/8" Update
- NovemberCRA Initiative Update
2006
- Fall 2006Winter Newsletter
2004
- Fall 2004Leverage Your Retirement Income
- Summer 2004Managing a Family Business
2003
- Summer 2003Planning For Your Retirement
- Summer 2003Charities Receiving Life Insurance Proceeds
- Spring 2003Estate Planning Options for Family Businesses
- Spring 2003Guidelines Make Charitable Annuities Increasingly Attractive
2002
- Fall 2002Third - Party Annuity Issue Resolved
- Spring 2002CGE / The Importance Of A Properly Funded Buy-Sell Agreement
- Winter 2002Charitable Annuities
2001
- Spring 2001Managing A Policies Investments
- Summer 2001US Citizens, Estate Taxes & Life Insurance
- Fall 2001The Power Of Insured Annuities
- Winter 2001Investing Within A Life Insurance Policy