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Longevity’s Impact on Products and Plans

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

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Mortality Credits the New Alpha

Bonds Have Interest Rates, Stocks their Dividends, Annuities Longevity Credits

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The Historical View on Longevity

Shock! The Age Wave is Upon Us and We’re Not Ready

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Protecting Social Security benefits from Taxation

Social Security was Tax Free, Now it’s Taxable & May Be Means Tested in the Future

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Tax Favored Cash Value Life Insurance & Reverse Mortgages

Collateralized Loans from Cash Value Life Insurance Policies & Home Equity May Be Tax Free

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The Tax Advantages of HSA Accounts & Roth IRAs

Tax Management in Retirement Requires Tax Management During the Contribution Period.

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Qualified Retirement Plans May Reduce Spendable Income

Taxes in Retirement is the #1 Threat in Retirement Cash Flow

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Retirement Facts & Stats of the Next Generation

Millennials Will Radically Redefine Retirement

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The Rude Retirement Awakening Coming to Millennials

Today's Baby Boomer Retirement will not Resemble Tomorrow's Millennial Retirement

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Pay Your Guaranteed Bills in Retirement with Guaranteed Income

How Can You Pay Your Guaranteed Bills with Fluctuating Income?

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Put More Money in Your Pocket with Tax Free Retirement Alternatives

Tax Free Retirement For Those Under Age 50 & Under Current Law

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Qualified Retirement Accounts Could Lose Up to 40%

Taxes on Qualified Plans, Social Security Benefits & Bank Accounts All on the Chopping Block

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Wall Street: Where the House Always Seems to Win

Is the Market Stacked Against You From the Get Go?

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Retirement Happens Whether You’re Ready or Not

Before You Know it: Ready, Set…It’s Here!

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The Four Cash Value Policies

Cash Value Life Insurance May Be One of the Last Tax Sanctuaries Left Under the Code

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All Financial Products Have Expenses

Why is Full Disclosure on Financial Products So Hard to Obtain

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The Tax Bracket Racket

The Marginal Progressive Tax System is A Weight on the Wallet of the Middle Class

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Tax Consequences for Seniors

The Tax Code is a Correlated System Designed to Capture Revenue from Seniors

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The Tax Sanctuaries

Insulating Your Money Against the #1 Cost in Retirement: Taxes

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If You Want to Play with the Big Boys You’ve Got to Learn Some Tax

Financial Advisers Must Learn Product and Planning Tax Strategies to be Wholistic in Their Practice