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Utilizing the Banking System

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

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Correlating Retirement Planning

Seniors Have No Plan or An Uncorrelated Plan for Retirement

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The Distribution Debate: Qualified or Non Qualified Retirement Plans

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

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How Indexed Universal Life Works

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

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The Tax Advantages of Cash Values Life Insurance

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

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Repairing & Restoring Your Credit

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

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Monitoring Your Debt

There Are Some Red Flags to Help You Keep Borrowing in Check

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Using Your Home Equity Prudently

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

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Using Credit Wisely

Credit Can Be a Great Financial Tool if Used Properly

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Learning from the Money Mistakes of Others

The Government is Drowning in Debt & is a Poor Steward of Taxpayer Monies

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Business Deductions That Reduce Your Company’s Tax Liability

Companies Can Reduce Taxes and Save on Business Insurance Premiums Simultaneously

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Tax Management During Retirement Creates Cash Flow

Seniors Should Learn Tax Management Learning Before Golf and Bridge

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Tax Deductible Qualified Plans

There are Some Monster Tax Deductions for Some ERISA Retirement Plans

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Saving Taxes By Managing Your Income

Do The Math: Should You Delay Income Until Next Year?

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Reducing Your Tax Bill

Keeping Uncle Sam Out of Your Pocket

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Other Charitable Organizations Structures

Two Organizational Structures that Can be Customized for the Philanthropist

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Charitable Gift Annuities

Guaranteed Income Streams can Benefit the Donor while the Gift Benefits the Charity.

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The Tax Advantages of Giving

Most Americans That Donate to Charities Itemize their Returns

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Being Benevolent to Your Beneficiaries

Restoring Financial Gifts to Your Children

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Donating to Non-Profit Organizations

Living a Philanthropic Life