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The Sky Rocketing Costs of a College Education

The Annual Increase in College Education May Surpass Medical Inflation

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A Parent’s Biggest Concern:

Funding their Children’s Education

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Planning for Assisted Living & Eldercare

Seniors Who Are Ready for the Inevitable Enjoy their Golden Years

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Active Money Management with ETFs

Your Risk Portfolio May Benefit from ETFs

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Roth IRA Conversion Strategies

Roth IRA Tax Free Income Can Play a Major Role in Retirement

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Paying Reoccurring Bills with Guaranteed Income in Retirement

Is It Money Wise to Use Fluctuating Income to Pay Guaranteed Monthly Expenses

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Liquid Money in Retirement is Essential

Cash Equivalent Positions Are Crucial to Meet Deductibles & Unforeseen Expenses in Retirement

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Key Personnel & Overhead Coverage

Revenue Rainmakers, Company Operation Personnel & Business Overhead Need to be Protected

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The Need for Director’s And Officer’s Liability Insurance

Being Elevated To the Board is Both Prestigious and Potentially Liable

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The Cyber Liability of A Data Breach

Defending Client Data From Theft is a Twenty-First Century Nightmare

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The Liability of Your Employee’s Actions

Bad Employees Can Hurt You Good

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The Truth About Personal Umbrella Polices

Umbrella Policies are the First Line of Defense

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Selecting the Right Fiduciary to Design Your Captives Insurance Company (CIC)

Most Advisers Don’t Qualify as a (CIC) Fiduciary

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Is Your Business A Candidate for Captive Insurance Companies

The Legal Requirements & Funding Levels to Create Captives Are Reasonable

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The IRS Perspective on Captives Insurance Companies (CIC)

The Scrutiny of the IRS is Exposing the Shams, Scams and Shell Games

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The Tax Advantages of Your Own Insurance Company

Captive Insurance Companies Help You Manage Your Own Risk

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Be Your Own Insurance Company

Captive Insurance Companies, the Business Alternative

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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 Impact Tax Favored Treatment

The Tax Benefits of Life Insurance Work for the Living as Well as the Dead

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Women’s Issues Need to Be Addressed

Women Disproportionately Suffer Economic Hardship as Widows