Defending Client Data From Theft is a Twenty-First Century Nightmare

Bad Employees Can Hurt You Good

Umbrella Policies are the First Line of Defense

Most Advisers Don’t Qualify as a (CIC) Fiduciary

The Legal Requirements & Funding Levels to Create Captives Are Reasonable

The Scrutiny of the IRS is Exposing the Shams, Scams and Shell Games

Captive Insurance Companies Help You Manage Your Own Risk

Captive Insurance Companies, the Business Alternative

Life Insurance Has More Lies, Misunderstandings and Myths Related to It Than Any Other Financial Product

The Tax Benefits of Life Insurance Work for the Living as Well as the Dead

Women Disproportionately Suffer Economic Hardship as Widows

Using Business Monies Wisely is a Bang for the Buck Proposition

Bond Accounts May Be Vulnerable to the Fed’s Interest Rate Upticks

Discounted Dollars Can Be As Low As Pennies on the Dollar

Insuring Children, Grandchildren, and Business Associates Creates a Multi-Generational Legacy

Lifetime Earnings Can Accumulate to a Substantial Amount

The Underinsured Are A Bigger Demographic

The Highest Use of Money for Any One Financial Goal is the Goal

A Happy Retirement is Based on Good Economics

Creating a Cornerstone, Pouring the Footings and Laying A Firm Foundation for a Successful Retirement