

How A Reverse Mortgage Can Improve Your Cash Flow & Financial Plan
You might not have heard much about reverse mortgages outside of AARP or daytime tv commercials. They mostly fly under the radar for...


How To Earn 1% On Your Checking Account
Banks have been stepping on us with interest rates for years. If you feel anything like I do, you're frustrated that you earn basically...


Portfolio Lagging? Blame Your Bonds
After an impressive start to the year, bonds have hit the brakes. In July, long term Treasuries had returned 18% for the year. However,...


There Is No Free Lunch With Indexed Annuities
In the last year, I've had more clients than I can count on one hand ask me about these products. If clients are asking, it means...


Is It Safe To Ignore The Noise About Rising Interest Rates?
Yes, I'm still updating this blog. I try to post something relevant each week, but every once in a while I give myself a break. I'm sure...












