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The Sky Rocketing Costs of a College Education is Bankrupting the Middle Class

The Annual Increase in College Education May Surpass Medical Inflation

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A Parent’s Biggest Financial Concern About their Children

The Challenge of Funding their Children’s Education

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Vetting Your Financial Advisor

Next to Deciding on a Spouse, A Financial Adviser Could be the Next most Important Decision

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The General Contractor Approach to Managing Finances

Someone Ultimately Needs to be the QB of Your Finances

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Bankruptcy: The Myths and Material Facts

Life Doesn’t End If You File Chapter Seven, It Could Be a New Beginning

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You’re Neglecting Your Financial Statements at Your Own Peril

Properly Prepared Financial Statements Are the Foundation for Creating Business Strategies that Work

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Transitioning to a Life of Significance in Retirement

Your Retirement Plan Could Be Financing Your Passions

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HECM Appreciating Line of Credit is A Huge Opportunity for Seniors Age 62 and older

Appreciating Line of Credit Grows Regardless of Market Value

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Buying a Retirement Home for Half the Market Value

Restoring the Retirement Dream

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Reverse Mortgage Home Equity Can Generate Tax Free Income

Tax Free Income from a Home Equity Conversion Mortgage is not Reportable Income for Social Security Benefit Taxation

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Home Equity Conversion Mortgage Programs for Seniors

Tax Free Income, Buy a Home for Half Down or an Appreciating Line of Credit

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Popular Federal Programs for Seniors During Retirement

Social Security, Medicare & Home Equity Conversion Mortgage

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Planning for Assisted Living & Eldercare

You Need an Assisted Living Plan Even if Your Family is Your Caregiver

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Your Risk Portfolio May Benefit from ETFs

Active Money Management with ETFs - Weigh the Costs

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Roth IRA Tax Free Income Can Play a Major Role in Retirement

Roth IRA Conversion Strategies Must be Weighed Against Taxes Paid

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Paying Reoccurring Bills with Guaranteed Income in Retirement

Is It Money Wise to Use Fluctuating Income to Pay Guaranteed Monthly Expenses

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Cash Equivalent Positions Are Crucial to Meet Deductibles & Unforeseen Expenses in Retirement

Liquid Money in Retirement is Essential

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Revenue Rainmakers, Company Operation Personnel & Business Overhead Need to be Protected

Key Personnel & Overhead Coverage Are Crucial Because Life Happens

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Being Elevated To the Board is Both Prestigious and Potentially Liable

The Need for Director’s And Officer’s Liability Insurance - Even Non Profit Corporations

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Defending Client Data From Theft is a Twenty-First Century Nightmare

The Cyber Liability of A Data Breach Can Cost You Dearly