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Robert D. Cavanaugh, CLU

Robert D. Cavanaugh, CLU is a 36-year financial and estate planning veteran. The Estate Preservation Advisor provides financial planning information to seniors and those approaching retirement.


Articles by this Author

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Studies have shown that 46% of business owners do not intend to ever retire from their businesses. Amidst the sophisticated estate planning techniques for business succession planning, the simple buy-sell agreement solves a myriad of post-death problems. Here's how

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Are you covered by a group long term disability insurance plan at work? How likely is the policy to pay? Learn where the holes are in your coverage and why an individual disability insurance policy is better.

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Are you a member of a church that is looking for a unique fund raising idea to complete a current project? Would you like to be that "knight on a white horse" that brings the idea to the table that sends nonprofit fund raising results soaring? Read on

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Have you made the decision not to buy long term care insurance because you feel you will never need it? Do you think it is too expensive? Do you have health problems preventing you from qualifying? Would you like long term care without a policy or premiums? Sound too good to be true? Read on

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Do you need cash for medical expenses, to pay off debts or to buy that long-desired boat, cabin, car or RV? If so, you may be able to sell an insurance policy that you no longer need.

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Do you think whole life insurance is a poor investment? Are you skittish about variable universal life due to fluctuations in the stock market? What if there was an insurance policy with cash values linked to the equity market but that could only go up and never go down? Nirvana? Here it is...

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Do you own a highly appreciated asset that produces little or no income? Are you selling your business? Are you highly compensated and looking to shelter more of your income? Put the charitable remainder trust in your list of options.

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