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The 4 Questions to Determine if You Need an Annuity

You Need an Annuity If You Say Yes to Just One of These Questions

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What Annuities Will Do

Forget Current Company Practice - What Are the Contractual Guarantees?

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Why I Love Annuities

Guaranteed Fixed Interest Rates & Lifetime Income Are A Lot to Love

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Cash Value Life Insurance Can Generate Tax Free Income

Done Right It’s Almost Undefeatable, Done Wrong It’s Always Indefensible

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Tax Free Income that Doesn’t Tax Your Social Security

For Many Seniors A Reverse Mortgage Can Save their Retirement

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Health Savings Accounts Offer The Biggest Benefits of All

Fund Health Savings Accounts First Before Anything Else

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Many Retirement Savers Would Be Better Off with Roth

Roth IRA: The Tax Advantages Alone Could Be a Return in Itself

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4 Reasons 401k Plans May Be Dangerous to your Retirement

Does the “K” in 401k Stand for Retirement Killer?

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Insuring Anything From Acts of God to Boys with Toys

Special Coverage Usually Requires Separate Policies or Policy Riders

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It’s Insane to Buy Auto Coverage Without Some Education

Shopping for Auto Insurance Can Drive You Crazy

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Your Home is Your Largest Asset; Protecting It Properly is a Must

Your Home is a Big Asset, Better Insure It Big Time

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Insurance Companies Risk Assessment May be More About You Than Your Property

What Insurance Companies are Looking for in Your Application

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Selecting the Right Agent As Your Defensive Planning Coach

Property Casualty Agents Need to be on Your Side

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Relying on Inadequate Coverage or Insurance Alone Can Be False Security

Don’t Work with Promoters, Inexperienced Counsel or No Counsel

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Using Unproven or Poorly Structured Plans Can Really Cost You

Often A Too Good to be True Plan is a Scam

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Unwittingly, Business Owners Drag Liability into Their Plan

The Wrong Planning Tool Can Do More Damage than Good

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Having All Your Eggs in One Basket May Affect Everything You Have

Traditional Estate Planning May Not Protect Your Assets

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Small Business Owners are Exposed to Big Liabilities

Flawed Thinking By Business Owners Can Create Real Problems

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Pay Your Guaranteed Bills in Retirement with Guaranteed Income

How Can You Pay Your Guaranteed Bills with Fluctuating Income?

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Put More Money in Your Pocket with Tax Free Retirement Alternatives

Tax Free Retirement For Those Under Age 50 & Under Current Law