Correlating Retirement Income Scenarios with Annuity Income Options

Fixed Rate Annuities May Offer Better Returns than a CD, Indexed Annuities May Offer Market Returns without the Market Downside

Identifying Retirement Assets for Income Sources

Identifying Retirement Assets for Income Sources

Bank Loans That Fund Cash Value Life Insurance

Business Assets with the Right Leverage Can Yield Big Results

There are Many Ways to Skin a Cat & Alternative College Funding Options As Well

Combing Profit Sharing Plans, Roth Conversions and Life Insurance May Dramatically Reduce Taxes

Indexed Universal Life Insurance Can Help Pay for the Cost of Converting to ROTH IRAs

How You Save for Your Retirement Today Will Determine Your Lifestyle in Retirement Tomorrow

The Risks and Rewards on Investing are Only Beneficial If You Understand Your Own Risk Tolerance and Financial Goals

Financial Illiteracy is Compounding Consumer’s Love Affair with Credit

Credit is Handy, But Mishandling It Can Come Back to Bite You

Whether You Like It or Not It’s Hard to Get by without a Bank Account

Seniors Have No Plan or An Uncorrelated Plan for Retirement

Should You Leave ERISA Plans If Your Tax Bracket is Low?

Using Indices in a Cash Value Life Insurance policy may be the Smart Man’s Portfolio

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

History is not Predictability But It’s Interesting

Without the Will Power You Can’t Repair Bad Credit or Establish Good Debt Disciplines