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Your Retirement Account is an Illusion

Uncle Sam Owns a Chunk of Your Retirement Accounts

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Income for Life

Guaranteed Income You Can’t Outlive Can Mitigate Longevity Risk

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How to Retire Happy

A Happy Retirement is Based on Good Economics

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The Truth About Your IRA

Comparing the Advantages and Disadvantages of an IRA

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All Financial Advisers Are Not Equal

Vetting Your Adviser for Appropriate Licensing and Consumer Behavior

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The Timeline for College Planning

There’s A Chronology to College Planning

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The Resources and Tricks of the Trade for Funding College

Other People’s Money is the Mantra of Leverage for College Funding

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The Proven Strategies To Help Fund College

Planning Strategies are How You Get There, Product Funding is Just Fulfillment

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The Little Known Secrets of Paying for College

Save Early, Save A lot, Save Smartly

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When It Comes to College Funding: There’s No Money, No Plan, But There’s Someone to Turn To

When It Comes to College Funding: There’s No Money, No Plan, But There’s Someone to Turn To

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Elder Abuse and Fraud

Seniors Are Exposed to Unscrupulous Money Managers and Professional Cons Posing as Trusted Advisers

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Financial Misconduct As Defined by Evidence

Collecting the Proper Evidence to Establish Wrong Doing

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Get it In Writing

Documentation is the First Line of Defense & Protection for Financial Professionals and Their Clients.

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Protecting Your Practice & Your Clients

Client Centric Fiduciaries Play It By The Book

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Arbitrators, Litigators & Fiduciary Imitators

Legal Claims Against Financial Advisers & Insurance Agents

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Human Life Expectancy: the Final Frontier

The Human Horizon is Extending the Sunset in Golden Years

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The Longevity Risks of Living Longer

Longevity Risk is its Own Risk Multiplier of Every Other Risk

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Longevity’s Impact on Products and Plans

Almost All Retirement Plans Need Serious Updating in Light of the Mortality Revolution

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Mortality Credits the New Alpha

Bonds Have Interest Rates, Stocks their Dividends, Annuities Longevity Credits

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The Historical View on Longevity

Shock! The Age Wave is Upon Us and We’re Not Ready