Building A Financial Profile
When you have extra money every month, it’s time to Build a Financial Profile
Categories
Lazy Money Isn’t Working for You
Lazy Money Isn’t Pulling Its Part in Your Weighted Portfolio
Is Your Money Searching for Sanctuary?
Safe Money Positions May Give You Shelter Against Turbulent Times
Tax Payers Need to Become Gamers of the Tax System
Proactive Tax Management Can Keep More Money in Your Pocket
Understanding Your Psychonomics Risk Could Change the Way You Invest
Calculating Risk and Living with the Results is a Characteristic of a Discipline Investor
Why Does Full Disclosure Seem So Elusive for Investors?
Financial Products and Advice Should Come Clean on Costs
Elder Care Costs in Retirement
Seniors Retro-Fitting Homes into Assisted-Home Living
Take-Home Pay is the Net Effect of Retirement Income
Coordinating Taxes with Qualified Plans and RMDs
Required Minimum Distributions on Qualified Retirement Plans
RMDs Need to Be Managed to Optimize Retirement Income
Real Income Advisors Are Rare in Retirement Management
Creating Retirement Income Is Not Automated
Can the Way Advisors Are Paid Cause Conflicts of Interests?
Fee-Based Versus Commission-Based Advisors, Which Is Best?
If Returns Are Not Worth the Risk, Why Buy and Hold?
When Portfolio Performance is Sub-Optimal, It’s Time for Second Opinion
The Home Equity Conversion Program
The HECM Retirement Options Could Save Many Retirement Plans from Collapse
Protect Your Retirement Lifestyle from Elder Events
Accelerated Benefit Riders to the Rescue
Social Security & Medicare in Retirement
Making these Programs Work for You
Tax Free Income from Cash Value Life Insurance
Cash Value Life Insurance Has 4 Crediting Methods
Tax Free Retirement Income Sources
Paying Less Taxes Could Define A Successful Retirement
Worldwide Government Debt & Pension Obligations Out of Control
Global Credit Could Be Nearing Lending Limits
Annuities: The Oldest Retirement Plan
Annuities Have Existed for More Than Two Millennia
Retirement Planning Converts What-if’s into Should-do’s
Foundational data and counsel can turn common questions into answers and direction.