Articles & PDF Downloads

Put Old on Hold Articles
Paying for Long Term Care in Today’s Post 2006 Pension Protection Act Environment
A Unique Alternative Holiday Gift
What's So Special About An SPIA?
How To Make Sure You'll Have A Comfortable Retirement
Naming Beneficiaries of Insurance Policies and Retirement Plans
Doing What You Should Be Doing
Creating Financial Security in Your Life
What Is An Equity Indexed Annuity?
Responsibilities and Thoughts for Business Owners
Time to Teach Kids Old Fashioned Fiscal Values

PDF Downloads
Downloadable media files in PDF format. Click title to download.
Newsday: Premium Increases Aren't Illegal, July 9, 2011
The Family Meeting, Alzheimers Organization, winter 2010, By Henry Montag & Ron Roel
Brokers Dial LI Long Distance, Long Island Business News, 5/26/11, By Claude Solnik
Economy Helps Family-Run Firms Survive, Long Island Business News, 5/25/11, Lisa Josefak
Long Island Business News: Long-Term Care Threatens Medicaid 1/21/11
Investment News: 'Yet Another Insurer Bows Out of the LTC Business 2/7/11
THE MONEY PAPER: 'A Topic of Interest' 10/06
Henry Montag's Mission Statement: 'Henry Montag CFP'
Newsday: 'Long-term medical expenses pose a threat to medical plans' 7/12/08
THE WALL STREET JOURNAL: 'Worry Grows Over Insurers' 3/17/09
Senior News: 'Intergenerational Planning: Good For Your Wealth and Health' 3/97
FINANCIAL PLANNING: 'Future Shock' 04/09
THE WALL STREET JOURNAL: 'New Strategies for Long-Term Care' 4/17/10
THE MONEY PAPER: 'Crisis Planning' 10/07
Newsday: 'Are annuity benefits taxable?' 1/16/10
Newsday: 'Pension Confusion' 11/15/08
INVESTOR'S BUSINESS DAILY: 'Annuity Ladder Pays An Income Stream' 6/23/08
Long Island Business NEWS: 'Getting the most out of your life insurance policies' 8/1-7/08
The Wall Street Journal: The Market Hits 'Universal Life' Policies, 2009
Investment News: 'New York's Top Court Says Estates Can Bring Malpractice Suits' 6/29/10