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Can Life Insurance Companies Hike Premiums?

If you own the wrong life insurance coverage please understand that these companies can really stick it to you. Life insurance is important. It’s i[...] read more »
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Income Diversity - How It's Done

Income diversity is important. One of the ways we are vulnerable in financial matters is the problem of having only one income. read more »
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Bear Market Withdrawal Strategies For Retirees

If your are retired and taking withdrawals from your investments, you’re likely very concerned when the market isn’t doing well. If your ask yourself[...] read more »
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The Best Money Tip My Dad Gave Me

I learned a lot about money, career and investments from my father. He worked hard and modeled a great work ethic. I never met a harder working perso[...] read more »
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5 Tips of Saving Money for A House

Saving money for a house may seem like a daunting task for a potential homeowner. As tough as it seems, if you do it right, it could be a very impor[...] read more »
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3 Easy Ways to Save Electricity This Summer

The summer months are often the time of year when homeowners see their highest electric bills. Keeping your home cool during the summer heat can real[...] read more »
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Group Long Term Care Insurance – Good or Bad Deal?

Here’s a question I received from ”W” a few weeks ago: I’m 47, single with kids and in good health. My employer is offering group LTC insurance. read more »
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Car Insurance Comparison Websites - The Ugly Truth

My car insurance came up for renewal this month, so I decided to do some rate shopping just to see what’s out there. With car insurance there are so [...] read more »
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Can You Get Medicaid Easier by Owning Annuities?

Some people even refinance their mortgage and use the money to buy annuities in order to qualify for benefits. Are these maneuvers smart? Let’s loo[...] read more »
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How to Make A Legal Will in 30 Minutes

When you die, you leave your assets behind. This won’t matter much to you after it happens, but it will matter to the people you leave behind. That’s[...] read more »
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What I Learned About Money By Playing Drums for The Stones

Yes. I actually do play drums for the Stones sometimes. No. Not the Rolling Stones. Once in awhile I play for one the best Rolling Stones tribute ban[...] read more »
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5 Best Entrepreneurial Ideas for Less than $5,000

Have you ever contemplated starting your own business, but quickly gave up on the idea thinking, “I can’t afford it, at least not now”? read more »
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What is a Family Trust?

If you think you’re the only person who doesn’t know what a family trust is let me put your mind at ease. Most people don’t understand what a trust i[...] read more »
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Landlord Liability Risks and Coverage - A to Z

Rental real estate is one of the most rewarding investments ever, featuring the dual advantages of rental income from tenants and long term capital a[...] read more »
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How Should I Invest Right Now?

If you’re asking yourself what to invest in right now, you’re not alone. Many clients ask me this question on a daily basis. They want growth and th[...] read more »
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