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The #1 Consumer Challenge is Eliminating Debt

Paradigm Shift: Baby Boomers Head into Retirement with Significant Debt

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Mortgage Protection Program - Covering Your Biggest Asset

Your Home is Your Biggest Asset, Your Mortgage Your Biggest Debt

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Small Businesses Need Valuation

New Technology Helps Small Businesses Evaluate Their Sale Price

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Strategic Growth Using Annuity Media Systems

Many Consumers Need a Track to Run On in Retirement

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Federal Employees’ Benefits Search for Adviser Assistance

The True Value of Workers’ Benefits is as Diverse as Agency Acronyms.

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Your Family Bank Your Money Your Control

Is It Better to Partner with a Life Insurance Company or Banking Institution?

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Cash Value Life Insurance May Be One of the Last Tax Sanctuaries Left Under the Code

The Four Cash Value Policies to Consider

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Why is Full Disclosure on the Cost of Financial Products So Hard to Obtain

All Financial Products Have Expenses that Should be Declared

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The Marginal Progressive Tax System is A Weight on the Wallet of the Middle Class

The Tax Bracket Racket Traps Income from Tax Paying Americans

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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