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Building A Financial Profile

When you have extra money every month, it’s time to Build a Financial Profile

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Lazy Money Isn’t Working for You

Lazy Money Isn’t Pulling Its Part in Your Weighted Portfolio

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Is Your Money Searching for Sanctuary?

Safe Money Positions May Give You Shelter Against Turbulent Times

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Tax Payers Need to Become Gamers of the Tax System

Proactive Tax Management Can Keep More Money in Your Pocket

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Understanding Your Psychonomics Risk Could Change the Way You Invest

Calculating Risk and Living with the Results is a Characteristic of a Discipline Investor

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Why Does Full Disclosure Seem So Elusive for Investors?

Financial Products and Advice Should Come Clean on Costs

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Elder Care Costs in Retirement

Seniors Retro-Fitting Homes into Assisted-Home Living

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Take-Home Pay is the Net Effect of Retirement Income

Coordinating Taxes with Qualified Plans and RMDs

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Required Minimum Distributions on Qualified Retirement Plans

RMDs Need to Be Managed to Optimize Retirement Income

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Real Income Advisors Are Rare in Retirement Management

Creating Retirement Income Is Not Automated

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Can the Way Advisors Are Paid Cause Conflicts of Interests?

Fee-Based Versus Commission-Based Advisors, Which Is Best?

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If Returns Are Not Worth the Risk, Why Buy and Hold?

When Portfolio Performance is Sub-Optimal, It’s Time for Second Opinion

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The Home Equity Conversion Program

The HECM Retirement Options Could Save Many Retirement Plans from Collapse

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Protect Your Retirement Lifestyle from Elder Events

Accelerated Benefit Riders to the Rescue

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Social Security & Medicare in Retirement

Making these Programs Work for You

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Tax Free Income from Cash Value Life Insurance

Cash Value Life Insurance Has 4 Crediting Methods

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Tax Free Retirement Income Sources

Paying Less Taxes Could Define A Successful Retirement

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Worldwide Government Debt & Pension Obligations Out of Control

Global Credit Could Be Nearing Lending Limits

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Annuities: The Oldest Retirement Plan

Annuities Have Existed for More Than Two Millennia

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Retirement Planning Converts What-if’s into Should-do’s

Foundational data and counsel can turn common questions into answers and direction.