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Why I Love Annuities

Guaranteed Fixed Interest Rates & Lifetime Income Are A Lot to Love

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Cash Value Life Insurance Can Generate Tax Free Income

Done Right It’s Almost Undefeatable, Done Wrong It’s Always Indefensible

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For Many Seniors A Reverse Mortgage Can Save their Retirement

Tax Free Income that Doesn’t Tax Your Social Security

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Health Savings Accounts Offer The Biggest Benefits of All

Fund Health Savings Accounts First Before Anything Else

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Many Retirement Savers Would Be Better Off with Roth

Roth IRA: The Tax Advantages Alone Could Be a Return in Itself

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When Your Home Mortgage is Your Biggest IOU

Your Home Mortgage is Generally the Largest Part of Your Debt Service

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The Inspection, The Appraisal & The Price Really Matters

Preparing Your Home for Sale Can Make or Break the Deal

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Selling Your Home: What You Need to Know

Sometimes You Have to Spend Money to Make Money

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Buying Your Home: What You Need to Know

For Most Americans Their Home is Their Biggest Asset

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Why Rent When You Can Buy

Is Owning a Home the American Dream of the Past?

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Insuring Anything From Acts of God to Boys with Toys

Special Coverage Usually Requires Separate Policies or Policy Riders

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Shopping for Auto Insurance Can Drive You Crazy

It’s Insane to Buy Auto Coverage Without Some Education

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Your Home is a Big Asset, Better Insure It Big Time

Your Home is Your Largest Asset; Protecting It Properly is a Must

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What Insurance Companies are Looking for in Your Application

Insurance Companies Risk Assessment May be More About You Than Your Property

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Selecting the Right Agent As Your Defensive Planning Coach

Property Casualty Agents Need to be on Your Side

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Relying on Inadequate Coverage or Insurance Alone Can Be False Security

Don’t Work with Promoters, Inexperienced Counsel or No Counsel

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Using Unproven or Poorly Structured Plans Can Really Cost You

Often A Too Good to be True Plan is a Scam

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Unwittingly, Business Owners Drag Liability into Their Plan

The Wrong Planning Tool Can Do More Damage than Good

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Traditional Estate Planning May Not Protect Your Assets

Having All Your Eggs in One Basket May Affect Everything You Have

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Flawed Thinking By Business Owners Can Create Real Problems

Small Business Owners are Exposed to Big Liabilities