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Latest Published Articles

1: How to Increase Your Income, Lower Your Taxes and Help Your Favorite Charity

2: Three Ways to Buy Long Term Care Without Paying Premiums Out of Your Pocket

3: How to Increase Your Spendable Income if You Own a CD

4: Five Excuses People Use For Not Buying Long Term Care and Why None of Them Hold Water

5: How to Supplement an Existing Long Term Care Policy Without Paying Premiums

6: Looking For Another Income Tax Deduction? You Might Qualify For an IRA and Not Know It

7: How to Guarantee a Lifetime of Long Term Care Benefits for Half the Cost

8: Roth IRAs: Test Your Knowledge

9: Roth IRA Distributions at Death: Pitfalls to Avoid

10: IRA Distribution Rules at Death: Critical Knowledge for Good Decisions

11: Who Should Be the Beneficiary of Your IRA?

12: IRAs and Early Retirement

13: Simplifying a Difficult Senior Planning Decision: The Family Home

14: Home Sales: Do You Really Know the Tax Exclusion Rules?

15: How to Make a Sizable Charitable Donation From Your IRA - Tax Free

16: Opportunity Cost and Your Long Term Care Decision

17: SEP IRAs: A Path to More Retirement Income?

18: When Not to Name Your Spouse the Beneficiary of Your IRA

19: Why an Individual Disability Insurance Policy Is Better Than Group LTD

20: Five Uses For Survivorship Life Insurance

21: The Buy-Sell Agreement: Why It Is The Simple Solution

22: ILIT - The Irrevocable Life Insurance Trust

23: Ten Things the Average Person Does Not Know About Annuities

24: A Fund Raising Idea That Instantly Funds Any Special Project

25: Hot New Product: Long Term Care Annuities

26: How to Sell Your Life Insurance Policy for More Than the Cash Value

27: New Kid on the Block: Indexed Universal Life

28: How a Charitable Remainder Trust Avoids Capital Gains