You Need to Establish Your Financial Timeline Based On Approximating Your Life Span

You Can’t Make Good Financial Decisions Without Knowing Your Effective Tax Bracket

Most Baby Boomers Went Through Life Without a Budget

Life Has Milestone Events That Have A Financial Impact

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

Appreciating Line of Credit is a Huge Option for Seniors

Restoring the Retirement Dream

Tax Free Income from a Home Equity Conversion Mortgage is not Reportable Income for Social Security Benefit Taxation

Tax Free Income, Buy a Home for Half Down or an Appreciating Line of Credit

Social Security, Medicare & Home Equity Conversion Mortgage

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

Home Equity conversion Mortgage Appreciating Line of Credit is an Option to HELOC loans for Seniors