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 Steve Purdy
CLU, ChFC, CLTC
President
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90 Whitewood Road • Suite 5 • Charlottesville, VA 22901
(434) 979-7588 • Fax (434) 979-7580
Email: steve.purdy@innovativeinsure.com
www.innovativeinsure.com
Terry Addington, Customer Service Rep.
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Up Front, Quick Hits, and Snap Shots
10,000+ Number of baby boomers who will become eligible for Medicare and Social Security every day over the next 20 years.
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An Estate Is a Terrible Thing to Waste
If you have a current will, consider yourself ahead of most Americans when it comes to estate planning.
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Retirement with All the Fixins’
Fifty-six percent of workers expect to receive income in retirement from a defined-benefit pension plan, despite the fact that only 37% of them have this type of plan with a former or current employer.
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Keeping Up with College Costs
The cost of a college education continues to rise rapidly, reaching new highs along the way. Universities such as Brown, Duke, Harvard, and Stanford report that their combined tuition, fees, room, and board will break $50,000 for the first time in the 2010–11 school year.
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The information contained in this
newsletter is not intended as tax or legal advice, and it may not be relied on for the
purpose of
avoiding any federal tax penalties. You are encouraged to seek tax or legal
advice from an independent professional advisor.
The content is derived from sources
believed to be accurate. Neither the information presented nor any opinion expressed
constitutes a solicitation for the purchase or sale of any security. This material was written
and prepared by Emerald.
Copyright 2010 Emerald.
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*Securities offered through American Portfolios Financial Services, Inc. Member FINRA, SIPC, MSRB
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