The Tax Code is a Correlated System Designed to Capture Revenue from Seniors

Insulating Your Money Against the #1 Cost in Retirement: Taxes

Financial Advisers Must Learn Product and Planning Tax Strategies to be Wholistic in Their Practice

Sub Headline: Creating Money with Discounted Dollars is Real Economic Leverage

Distributions from a TAMRA Compliant Cash Policy Life Insurance Policy is not Classified as Income for Social Security Taxation.

Covering Breadwinners, Rain Makers, Domestic and Business Administrators from the Unthinkable

Life Insurance Has Evolved into a Powerful Product for Protection, Income and Estate Planning

Life Insurance has History, that Should be Included in Your History

Creating Money with Discounted Dollars is Real Economic Leverage

A Benefit Driven Retirement Plan May Generate Inordinate Tax Deductions

Business Assets Can Work Harder with the Right Leverage

Many American Business Owners are Benevolent Philanthropists Who Find Creative Ways to Give

There’s a Business Methodology for Success: Don’t Break from the Formula

The Psychology of a Business Owner May Surprise You

Lifetime Income Coupled with Health Benefits & Death Proceeds May Be the New Retirement Plan

Combo Pension and Contribution Plans Can Offer More Retirement Options

401(k) is the Most Popular Employer Offered Retirement Plan

Payroll Deduction for Retirement Savings is a Needed Discipline

ERISA Plans Can Add Significant Value to Employers Benefits Plans

529 Plans: The Good and the Bad and The Market Exposure