Understanding diversification is more that “not putting your eggs in one basket”. Here is six ways you can benefit from proper diversification. Read More
Planning for a Hail Mary Retirement
Sometimes its hard to make up for lost time, however, you often have options. Here is a few things to consider if you haven’t saved enough or anything for retirement. Read More
Donald Trump is President. What’s Next?
Donald Trump has been elected as our new President. So what’s next for the market’s? Read More
Elections and Your Portfolio
Elections are always crazy but this time around its definitely out of control. However, we have two candidates whose ideologies couldn’t be more different so how do you protect your portfolio and your retirement. Read More
Unravelling Money & Remarriage
Getting remarried can lead to a host of financial complications. Here are some tips to to build a solid foundation. Read More
Taxes & Long-Term Care; 2 Other Uses for Life Insurance
Do you need life insurance in retirement? Well here are 2 great uses for life insurance to take advantage of during your retirement. Read More
Do You Need Life Insurance?
Do I need life insurance in retirement? Planning with life insurance can provide you with some safe and great benefits. Let’s review how life insurance can provide you with more pension income. Read More
Are You Better Off Dead?
In some cases you may be actually better off financially to have a spouse die than to go into a nursing home. Here is a case that I continue to see over and over again. Read More
No Patriotic Duty to Pay More Taxes
Anyone may arrange their affairs that their taxes shall be as low as possible; you are not bound to choose that pattern which best pays the Treasury. There is no patriotic duty to increase one’s taxes. Read More
You Don’t Have to Retire at 65
There is a psychological perception that you must retire at the magic age of 65. Find out why that is not always the case or even the best plan. Read More
