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.

Financial Professional Article: Why Does The World Need IMOs???

Captive Versus Independent:  W2 Versus 1099:  Fixed Costs Versus Variable Costs Once...

Ex-Spousal Social Security Benefits (Soundbite)

Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security...

Roth IRAs: The Basics and Not-So-Basics

With the  tax increases that will almost inevitably happen, the entire world is talking about...

Additional Posts

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