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Risk & Reward: Everyone Has Some Threshold of Financial Pain

Understanding Your Risk Tolerance

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Establish Your Financial Timeline Based On Approximating Your Life Span

How to Estimate Your Life Expectancy

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You Can’t Make Good Financial Decisions Without Knowing Your Effective Tax Bracket

How to Determine Your Tax Bracket

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Baby Boomers Must Create a Retirement Budget or Risk Losing Control of their Money

How to Create A Budget

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Life Has Milestone Events That Have A Financial Impact

Reviewing Life Events Can Be the Outline for a Full Blown Financial Plan

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The Extension of Human Life Expectancy: The Final Frontier of Retirement Planning

The Horizons of Human Longevity Head for Age 100

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Longevity Risk is its Own Risk Multiplier of Every Other Retirement Risk

The Longevity Impact of Living Longer

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Almost All Retirement Plans Need Serious Updating in Light of the Mortality Revolution

Longevity’s Impact on Products and Plans

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Bonds Have Interest Rates, Stocks their Dividends, Annuities Longevity Credits

Mortality Credits the New Alpha

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Shock! The Age Wave is Upon Us and We’re Not Ready

The Historical View on Longevity

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Protecting Social Security Benefits from Taxation

Social Security was Tax Free, Now it’s Taxable & May Be Means Tested in the Future

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Collateralized Loans from Cash Value Life Insurance Policies & Home Equity Could Be Tax Free

Loans from Cash Value Life Insurance & Mortgage Loan Distributions Are Not Included for Social Security Taxation

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Tax Management in Retirement Requires Tax Management During the Contribution Period

The Tax Advantages of HSA Accounts & Roth IRAs

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Taxes in Retirement is the #1 Threat in Retirement Cash Flow

Qualified Retirement Plans May Reduce Spendable Income

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Retirement Facts, Stats and Hacks for the Next Generation

Millennials Could Radically Redefine Retirement

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Uncle Sam Owns a Chunk of Your Retirement Accounts

Your Retirement Account Amount May Be an Illusion

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Guaranteed Income You Can’t Outlive Can Mitigate Market & Longevity Risk

Lifetime Income Couples with Social Security Benefits Creates a Strong Foundation for Retirement

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How to Retire Happy

A Happy Retirement is Based on Good Economics

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The Truth About Your IRA

Comparing the Advantages and Disadvantages of an IRA

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All Financial Advisers Are Not Equal

Vetting Your Adviser for Appropriate Licensing and Consumer Behavior