The reality of being financially unprepared for retirement. Read More
Social Security NOT Your Retirement Plan
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
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
Tariff’s & Your Retirement
Evolution of a Financial Plan
The evolution of a financial plan will change over time, however, the process will always remain constant. Read More
Planning For A Really Bad Retirement
Let me show you how to have a really BAAAAADDDDDDDD retirement. Read More
50/50 Chance of Death
Why would you hire a doctor who was going to kill you 50% of the time? Why would you fly an airline whose planes crash 50% of the time? Why are you hiring a financial advisor who will give you a plan that will fail 50% of the time? Read More