Compliant Cash Policy Life Insurance Policies Are not Classified as Income for Social Security Taxation.

There’s Always an End Game to Investing

Repairing & Restoring Your Credit

Monitoring Your Debt is Totally Worth Your Time

White Paper by Jay Song, CFA

The Housing Market Meltdown Taught Many a Home Owner A Pain Filled Lesson

Using Credit Wisely is a Financial Fundamental

Learning from the Money Mistakes of Others

Financial Advisers, Insurance Agents and Fiduciaries Can Help Your Family Make the Most of their Money

Building a Team of Experts in Differing Disciplines Can Bring a Holistic Approach to Your Financial Understanding

Parents Can’t Keep Outsourcing Their Kids Financial Education to Schools Who Offer Nothing

Our Schools Have Failed to Make Our Children Financially Fit

Our Economic Environment May Dictate Our Financial Behavior

Other Charitable Organizations Structures To Consider

California Entertainment Insurance Agency Discusses Workers Compensation Insurance

Charitable Gift Annuities Could be a Significant Option for Giving

The Tax Advantages of Giving for Some Who Can Use it

Being Benevolent to Your Beneficiaries After Giving to Others

Donating to Non-Profit Organizations

The ABCs and Ds of Medicare