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Life Events May Trigger Necessary Changes in Your Policies

Life Just Happens & Your Finances Need to Pivot with Those Changes

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A Policy Review Could Save You Real Money

You Need to Do an Annual Review; It Could Mean Money in Your Pocket

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The Happy Factor in Retirement

A Happy Retirement is Based on Good Economics

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Laying A Firm Foundation in Retirement

Creating a Cornerstone, Pouring the Footings and Laying A Firm Foundation for a Successful Retirement

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The Top Retirement Strategies That Can generate Retirement Success

You Need to Discover Which of These Retirement Strategies is Suitable for You

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The Four Key Retirement Measurements to Assess where You Are in Retirement

Monitoring the Four Retirement Gauges Will Help You Make The Needed Adjustments

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The Retirement Income Process of Dividing Assets Between Income & Growth

Partitioning Income to Pay Expenses and Growth to Leave a Legacy

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The Top 5 Risks in Retirement

The Ever Present Danger that Threatens Your Retirement

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The Emotion Commotion in Retirement

Establishing Your Psychonomic & Suitability Profile is Necessary

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The Real Returns in Retirement

The Nominal Returns of Financial Products Are Not Real Returns

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The Top 5 Fears in Retirement

Seniors Have Warranted Apprehensions About Their Golden Years

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The Key Elements of Retirement

Unlock a Better Lifestyle in Retirement

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Quit Comingling Assets, its Sole & Separate Property

Protect Your Assets with Prenuptials and Sole & Separate Property

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Quit Relying On Someone Else’s Word

Family, Friends and the Internet are not Substantial Legal Authority

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Choosing Your Advocate Wisely

Vetting An Attorney As Your Advocate is No Small Matter

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Seniors Undergo Financial Abuse Often by Relatives

Thieves Capitalize on Friendship, Dementia and Threats

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Myths About Handling Estate Assets

Separating Fact from Fiction Can Save You Heartache and Money

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Is Your Practice Like a Simple Game of Checkers or Comprehensive Like Chess?

The Board May Look the Same, But It's Not the Same Game

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The Future of Annuities

Annuities Will Become the Bread & Butter of Retirement

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What Do You Want Your Money to Do & When Do You Want It to Start

The Two Most Pertinent Considerations About Your Money