If Social Security is YOUR retirement plan… your retirement will SUCK! [Read more…]
Tax Free IRA Distributions
Charitable RMD’s are a great legal method to take tax-free distributions from your IRA. [Read more…]
Impeachment & Markets
Is there any correlation that an impeachment leads to down markets? [Read more…]
Waiting for the Big “R”
Are you ready for the Big “R” (Recession)? Yes, it’s coming. I’ll tell you exactly when and what you should do. [Read more…]
The Washington Zombie
The Washington Tax zombie is coming for your retirement income. Take advantage of our current low rates and get to a ZERO tax retirement. [Read more…]
Your 40 Year Retirement
Are you ready for a 40 year retirement? [Read more…]
Tariff’s & Your Retirement
Evolution of A Plan
The evolution of a financial plan will change over time, however, the process will always remain constant. [Read more…]
Long Term Care Problems
Long Term Care was easier to solve a few years ago. Longevity and demand have made it harder and more expensive to maintain. [Read more…]
Planning the Worst Retirement
Let me show you how to have a really BAAAAADDDDDDDD retirement. [Read more…]
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