Articles and Videos
Charlie writes several articles a month for various financial industry media and educational outlets. Through this blog, he is bringing his educational writings and videos directly to financial professionals and consumers!!! Subscribe at the bottom of this page and enjoy.
Additional Posts
Financial Professional Article: Why Does The World Need IMOs???
Captive Versus Independent: W2 Versus 1099: Fixed Costs Versus Variable Costs Once upon a time, the insurance companies that manufacture life,...
Ex-Spousal Social Security Benefits (Soundbite)
Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to sign up for the May 26th webinar on...
Roth IRAs: The Basics and Not-So-Basics
With the tax increases that will almost inevitably happen, the entire world is talking about Roth IRA‘s. So, I thought it would be...
Medicaid In Plain English
Last year I had just finished a seminar to thirty pre-retirees on retirement strategies as I was approached by one of the attendees and her husband. For...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing Long-Term Care Expenses In Retirement" Webinar...
My Story of Mt. Everest
https://youtu.be/QSYBOEWymFY
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