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Insuring Family Members for Generations

Insuring Children, Grandchildren, and Business Associates Creates a Multi-Generational Legacy

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Understanding Human Capital

Lifetime Earnings Can Accumulate to a Substantial Amount

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Life Insurance Concerns & Myths

Life Insurance Has More Lies, Misunderstandings and Myths Related to It Than Any Other Financial Product

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The Uninsured Among Us

The Underinsured Are A Bigger Demographic

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Making the Most of Legacy Gifts

The Highest Use of Money for Any One Financial Goal is the Goal

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Eliminating RMDs in Retirement

RMDs Trigger More Unnecessary Taxes on Retirement Plans & Social Security Benefits.

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Transitioning to Roth IRAs & Cash Value Life Insurance

Pay Some Taxes Today to Pay A Lot Less Tomorrow

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Converting Taxable Assets into Tax Free Income

Converting The Taxable to Tax-Free is Vital to Increasing Cash Flow in Retirement

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Tax Free Monies Are Essential in Retirement

Keep More of Your Hard Earned Money Via Tax Diversification

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Taxes are Biggest Expense in Retirement

Your Retirement Statements Don’t Reflect Uncle Sam’s Take

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Gathering the Right Information Can Generate Serious Savings

Omissions May Cost Consumers Millions in Savings

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Matching Your Health Condition to the Right Insurance Company

Using the Right Insurance Company for Your Health Status May Save You A Bundle

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Comparing Policies May Yield Significant Savings

Contrasting & Comparing Contracts Can Help You Sort Out the Best Value

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Life Events May Trigger Necessary Changes in Your Policies

Life Just Happens & Your Finances Need to Pivot with Those Changes

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A Policy Review Could Save You Real Money

You Need to Do an Annual Review; It Could Mean Money in Your Pocket

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Mortgages for Seniors

Most Baby Boomers Are Hamstrung with Mortgages in Retirement

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Reverse Mortgage for Retirement Income

Tax Favored and Strategic Use of Reverse Mortgage Income

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The Dodd Frank Impact

Whatever the Intent of the Law, It Hinders More than It Can Ever Help

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The Current Mortgage Environment

Financial Justification Is Tough After Dodd Frank

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The Recent History of Mortgages

The Wildest, Childish Financial Underwriting of Modern Times