Legal Claims Against Financial Advisers & Insurance Agents

The Human Horizon is Extending the Sunset in Golden Years

Longevity Risk is its Own Risk Multiplier of Every Other Risk

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

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

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

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

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

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

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

Millennials Will Radically Redefine Retirement

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

How Can You Pay Your Guaranteed Bills with Fluctuating Income?

Tax Free Retirement For Those Under Age 50 & Under Current Law

Taxes on Qualified Plans, Social Security Benefits & Bank Accounts All on the Chopping Block

Is the Market Stacked Against You From the Get Go?

Before You Know it: Ready, Set…It’s Here!

Cash Value Life Insurance May Be One of the Last Tax Sanctuaries Left Under the Code

Why is Full Disclosure on Financial Products So Hard to Obtain

The Marginal Progressive Tax System is A Weight on the Wallet of the Middle Class