Retiree and Pre-Retiree 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 consumers!!!  Subscribe at the bottom of this page and enjoy.

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Probate: What is it and How to Avoid it When a Loved One Dies

Over the years, I witnessed a few families that experienced a loved one’s death and had to go...

Estate Planning Ideas and Reasons to “Gift” Now

This article is meant to give just a couple of quick updates on gift and estate tax limits that...

Adding Potential Long-Term Care Costs to Retirement Planning

This is another great whitepaper by our good friend Heather Schreiber!!! To navigate the pages,...

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