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The Proven Strategies To Help Fund College

Planning Strategies are How You Get There, Product Funding is Just Fulfillment

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The Little Known Secrets of Paying for College

Save Early, Save A lot, Save Smartly

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When It Comes to College Funding: There’s No Money, No Plan, But There’s Someone to Turn To

When It Comes to College Funding: There’s No Money, No Plan, But There’s Someone to Turn To

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Elder Abuse and Fraud

Seniors Are Exposed to Unscrupulous Money Managers and Professional Cons Posing as Trusted Advisers

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Financial Misconduct As Defined by Evidence

Collecting the Proper Evidence to Establish Wrong Doing

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Get it In Writing

Documentation is the First Line of Defense & Protection for Financial Professionals and Their Clients.

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Protecting Your Practice & Your Clients

Client Centric Fiduciaries Play It By The Book

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Arbitrators, Litigators & Fiduciary Imitators

Legal Claims Against Financial Advisers & Insurance Agents

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Human Life Expectancy: the Final Frontier

The Human Horizon is Extending the Sunset in Golden Years

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The Longevity Risks of Living Longer

Longevity Risk is its Own Risk Multiplier of Every Other Risk

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Longevity’s Impact on Products and Plans

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

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Mortality Credits the New Alpha

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

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The Historical View on Longevity

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

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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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Tax Favored Cash Value Life Insurance & Reverse Mortgages

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

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The Tax Advantages of HSA Accounts & Roth IRAs

Tax Management in Retirement Requires Tax Management During the Contribution Period.

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Qualified Retirement Plans May Reduce Spendable Income

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

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Retirement Facts & Stats of the Next Generation

Millennials Will Radically Redefine Retirement

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The Rude Retirement Awakening Coming to Millennials

Today's Baby Boomer Retirement will not Resemble Tomorrow's Millennial Retirement

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Pay Your Guaranteed Bills in Retirement with Guaranteed Income

How Can You Pay Your Guaranteed Bills with Fluctuating Income?