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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

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

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Investing with a Purpose

There’s Always an End Game to Investing

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

Repairing & Restoring Your Credit

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

Monitoring Your Debt is Totally Worth Your Time

Financial Credential Demystification

White Paper by Jay Song, CFA

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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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Credit Can Be a Great Financial Tool if Used Properly

Using Credit Wisely is a Financial Fundamental

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

Learning from the Money Mistakes of Others

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Partnering with Financial Fiduciaries Can Add Needed Stewardship to a Family

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

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Face It: You Need a Financial Team to Help You With Your Money Matters

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

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Holiday Shopping Proves Parents and their Children Don't Value Money

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

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Kids Know Calculus, but Can’t Balance a Checkbook or Shop for the Holidays

Our Schools Have Failed to Make Our Children Financially Fit

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Upbringing Can Create Attitudes About Money, Especially Holiday Spending

Our Economic Environment May Dictate Our Financial Behavior

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Two Organizational Structures that Can be Customized for the Philanthropist

Other Charitable Organizations Structures To Consider

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California Entertainment Insurance Agency Discusses Workers Compensation Insurance

California Entertainment Insurance Agency Discusses Workers Compensation Insurance

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

Charitable Gift Annuities Could be a Significant Option for Giving

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Most Americans That Donate to Charities Itemize their Returns

The Tax Advantages of Giving for Some Who Can Use it

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Restoring Financial Gifts to Your Children

Being Benevolent to Your Beneficiaries After Giving to Others