Budgeting is a Form of Accountability, a Discipline and a Recording of Choices

Obstructions to Change are Generally Self Inflicted

It’s Time to Go On a Money Spending Diet

Learn from Your Money Mistakes

The Methodology of How You Correctly Evaluate Data & Information Will Impact Your Judgment

Optimizing The Sale of Your Business Depends on Maxing Its Value & Paying the Least in Transfer Tax

The End Game: Passing the Maximum Dollars to Your Progeny & Charities

Enjoyment in Retirement is Completely Dependent on Having a Plan:

Income Taxes Are the Largest Expense Now & in Retirement

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

The Human Horizon is Extending the Sunset in Golden Years

Bond Interest & Stock Dividends Can Change Under market Conditions

Mortality Credits Maybe the New Alpha for Insurance Companies

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

Millennial Females Life Expectancy Could Average Age 100

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