April 18, 2020

If you own a home, you’ve probably been sold on the benefits of a shorter mortgage or heard it’s wise to pay more than the minimum so you can pay it off sooner.  But is this strategy all it's really cracked up to be?

May 04, 2020

We know that Coronavirus has impacted all of us in various ways, whether it be loss of work, new ways to work, wearing masks, spending more time at home, less travel, and for some of us getting sick.  States are beginning to "re-open" and we hope that all of this will be behind us, and soon.  One of the long-term impacts is that it is more and more likely that taxes will have to rise and rise significantly and soon.  What are you doing to protect your wealth from future taxes?

April 15, 2019

Do you have a plan to save for retirement outside of tax-deferred plans?  See how the new tax law makes it more important than ever and gives you an opportunity to do so at historically low tax rates.

August 03, 2018

If most of your retirement assets are in pre-tax investments like 401(k) and traditional IRA accounts, you will be paying taxes on that money in the future at some unknown rate.  Taxes right now are on sale.  Maybe you should pay tax on some of that money now so you can have tax-free income later on.  

Read an actual 47 year case study of a participating whole life policy's performance as compared to more popular alternatives.

April 18, 2018

Five reasons why no one should ever, ever even THINK of buying whole life ... right???

February 27, 2018

The nation's pension crisis is getting worse every day.  Is the government trying to delay the inevitable?

December 09, 2017

Are you nearing retirement?  Are you counting on Social Security to provide the bulk of your retirement income?  Don't let misunderstanding ruin your plans.