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

Tax Consequences for Seniors Can Robe Retirement Enjoyment

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

The Tax Sanctuaries Left Under the Code Are Few

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Brainstorming, Value Added Menu of Services & Eliminating Fears

Steps 10-12 of the 12 Step Process to Building Long Term

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Personal Stories, Sharing Fun Items & Realistic Expectations

Steps 7-9 of the 12 Step Process to Building Long Term Relationships

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A Degree of Vulnerability Can Generate Loyalty and Referrals

Steps 4-6 in the 12 Step Process to Building Long Term Relationships

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Personal Authenticity, Alignment of Goals & Mutual Respect Are Keys

Steps 1-3 of the 12 Step Process to Building Long Term Relationships

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Why Long-Term Relationships are Key to Profitability

Mutually Beneficial Partnerships Are Aligned in Revenue Generation

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Diversity to Mitigate Adversity

Recognize the Threats to Achieving Your Goals

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Risk and Return

Determining Your Risk Tolerance is Essential in Measuring Your Estimated Return

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Identifying Asset Classes

Asset Allocation May Be an Diversified Asset Class Issue

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Investing with a Purpose

There’s Always an End Game to Investing

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Building Your Portfolio

Most Americans Invest in a Retirement Plan, But Have No Idea how to Construct an Investment Portfolio

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Fund Employee Perks with Bank Money

Bank Loans That Fund Cash Value Life Insurance

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Retiring with Other People’s Money

Business Assets with the Right Leverage Can Yield Big Results

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Alternative College Funding

There are Many Ways to Skin a Cat & Alternative College Funding Options As Well

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Tax Strategies in Retirement

Combing Profit Sharing Plans, Roth Conversions and Life Insurance May Dramatically Reduce Taxes

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Indexed Universal Life in Profit Sharing Plans

Indexed Universal Life Insurance Can Help Pay for the Cost of Converting to ROTH IRAs

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Purchasing Blocks of Retirement Income for Retirement

Retirement Assets Can Be Converted to Guaranteed Periods of Income or Lifetime Income

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Annuity Income Options

Correlating Retirement Income Scenarios with Annuity Income Options

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Fixed Rate & Indexed Annuities

Fixed Rate Annuities May Offer Better Returns than a CD, Indexed Annuities May Offer Market Returns without the Market Downside